LM Advisors’s Cooper Companies COO Stock Holding History

LM 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	-240	Closed	-$22.7K	–	309
2023 Q4	$22.7K	Buy	+240	New	+$20.1K	﹤0.01%	419

Other funds holding COO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

LM Advisors's COO Position: Q1 2024 in Review

LM Advisors sold out of Cooper Companies (COO) in Q1 2024, closing a stake of 240 shares — an estimated $22.7K sold.

LM Advisors first reported a position in COO in Q4 2023 and held it in 1 quarter. The position peaked at $22.7K in Q4 2023. 591 funds tracked by Wall St. Rank hold COO as of Q1 2024.

LM Advisors reported no remaining Cooper Companies position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 240 Cooper Companies shares in Q1 2024, an estimated $22.7K.
LM Advisors first reported a position in Cooper Companies in Q4 2023 and held it in 1 quarter.
LM Advisors's Cooper Companies position peaked at $22.7K in Q4 2023.
591 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.