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KLR Investment Advisors’s Cooper Companies COO Stock Holding History

KLR Investment Advisors’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
2024
Q1 		– Sell
-4,468
Closed -$423K – 190
2023
Q4 		$423K Buy
4,468
+184
+4% +$15.4K 0.31% 94
2023
Q3 		$400K Sell
4,284
-288
-6% -$26.5K 0.36% 85
2023
Q2 		$438K Buy
4,572
+64
+1% +$6K 0.36% 87
2023
Q1 		$421K Buy
4,508
+180
+4% +$15.5K 0.37% 84
2022
Q4 		$358K Buy
+4,328
New +$319K 0.29% 106

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

KLR Investment Advisors's COO Position: Q1 2024 in Review

KLR Investment Advisors sold out of Cooper Companies (COO) in Q1 2024, closing a stake of 4,468 shares — an estimated $423K sold.

KLR Investment Advisors first reported a position in COO in Q4 2022 and held it in 5 quarters. The position peaked at $438K in Q2 2023. 589 funds tracked by Wall St. Rank hold COO as of Q1 2024.

  • KLR Investment Advisors reported no remaining Cooper Companies position as of Q1 2024 after selling out during the quarter.
  • KLR Investment Advisors sold 4,468 Cooper Companies shares in Q1 2024, an estimated $423K.
  • KLR Investment Advisors first reported a position in Cooper Companies in Q4 2022 and held it in 5 quarters.
  • KLR Investment Advisors's Cooper Companies position peaked at $438K in Q2 2023.
  • 589 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.