LD
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Lipe & Dalton’s Cooper Companies COO Stock Holding History

Lipe & Dalton’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
2025
Q2 		– Sell
-12,096
Closed -$1.02M – 90
2025
Q1 		$1.02M Sell
12,096
-1,100
-8% -$98.6K 0.57% 48
2024
Q4 		$1.21M Sell
13,196
-584
-4% -$59.5K 0.64% 45
2024
Q3 		$1.52M Buy
13,780
+291
+2% +$28.3K 0.77% 43
2024
Q2 		$1.18M Buy
13,489
+49
+0.4% +$4.57K 0.63% 47
2024
Q1 		$1.36M Hold
13,440
– – 0.7% 42
2023
Q4 		$1.27M Buy
13,440
+120
+0.9% +$10.1K 0.69% 43
2023
Q3 		$1.06M Hold
13,320
– – 0.64% 47
2023
Q2 		$1.28M Sell
13,320
-100
-0.7% -$9.38K 0.73% 44
2023
Q1 		$1.25M Sell
13,420
-260
-2% -$22.4K 0.72% 42
2022
Q4 		$1.13M Buy
13,680
+220
+2% +$16.2K 0.65% 45
2022
Q3 		$888K Buy
13,460
+1,200
+10% +$91.9K 0.56% 48
2022
Q2 		$960K Buy
+12,260
New +$1.08M 0.56% 49

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return