Kaizen Advisory’s Cooper Companies COO Stock Holding History

Kaizen Advisory’s Portfolio COO Stock Details COO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$34K	Buy	540 +60	+13%	+$3.88K	0.02%	406
2018 Q3	$33K	Hold	480	–	–	0.02%	429
2018 Q2	$28K	Buy	480 +292	+155%	+$16.7K	0.01%	461
2018 Q1	$11K	Sell	188 -16,844	-99%	-$983K	0.01%	456
2017 Q4	$505K	Buy	+17,032	New	+$996K	0.3%	98

Other funds holding COO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Kaizen Advisory's COO Position: Q4 2018 in Review

Kaizen Advisory increased its Cooper Companies (COO) stake by 13% in Q4 2018, buying an estimated $3.88K and bringing the position to 540 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #406.

Kaizen Advisory first reported a position in COO in Q4 2017 and has held it in 5 quarters since. The position peaked at $505K in Q4 2017. 461 funds tracked by Wall St. Rank hold COO as of Q4 2018.

Kaizen Advisory held 540 shares of Cooper Companies worth $34K as of Q4 2018.
Kaizen Advisory bought 60 Cooper Companies shares in Q4 2018, an estimated $3.88K.
Cooper Companies made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #406 holding.
Kaizen Advisory first reported a position in Cooper Companies in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Cooper Companies position peaked at $505K in Q4 2017.
461 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.