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Lloyd Advisory Services’s Cooper Companies COO Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-10,504
Closed -$835K – 183
2023
Q3 		$835K Buy
+10,504
New +$968K 0.27% 89

Other funds holding COO

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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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Lloyd Advisory Services's COO Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Cooper Companies (COO) in Q4 2023, closing a stake of 10,504 shares — an estimated $835K sold.

Lloyd Advisory Services first reported a position in COO in Q3 2023 and held it in 1 quarter. The position peaked at $835K in Q3 2023. 582 funds tracked by Wall St. Rank hold COO as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Cooper Companies position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 10,504 Cooper Companies shares in Q4 2023, an estimated $835K.
  • Lloyd Advisory Services first reported a position in Cooper Companies in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Cooper Companies position peaked at $835K in Q3 2023.
  • 582 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.