LJAC
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L.J. Altfest & Co’s Cooper Companies COO Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-4,550
Closed -$502K – 338
2024
Q3 		$502K Sell
4,550
-53
-1% -$5.16K 0.07% 209
2024
Q2 		$402K Sell
4,603
-684
-13% -$63.8K 0.05% 223
2024
Q1 		$536K Buy
5,287
+259
+5% +$25.1K 0.08% 181
2023
Q4 		$476K Buy
5,028
+924
+23% +$77.5K 0.07% 191
2023
Q3 		$326K Buy
4,104
+32
+0.8% +$2.95K 0.05% 226
2023
Q2 		$390K Sell
4,072
-40
-1% -$3.75K 0.06% 208
2023
Q1 		$384K Buy
4,112
+1,232
+43% +$106K 0.06% 195
2022
Q4 		$238K Buy
+2,880
New +$212K 0.04% 232

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

L.J. Altfest & Co's COO Position: Q4 2024 in Review

L.J. Altfest & Co sold out of Cooper Companies (COO) in Q4 2024, closing a stake of 4,550 shares — an estimated $502K sold.

L.J. Altfest & Co first reported a position in COO in Q4 2022 and held it in 8 quarters. The position peaked at $536K in Q1 2024. 679 funds tracked by Wall St. Rank hold COO as of Q4 2024.

  • L.J. Altfest & Co reported no remaining Cooper Companies position as of Q4 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,550 Cooper Companies shares in Q4 2024, an estimated $502K.
  • L.J. Altfest & Co first reported a position in Cooper Companies in Q4 2022 and held it in 8 quarters.
  • L.J. Altfest & Co's Cooper Companies position peaked at $536K in Q1 2024.
  • 679 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.