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McElhenny Sheffield Capital Management’s Cooper Companies COO Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-12
Closed -$992 – 185
2022
Q4 		$992 Buy
+12
New +$885 ﹤0.01% 567

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GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
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Kayne Anderson Rudnick Investment Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

McElhenny Sheffield Capital Management's COO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Cooper Companies (COO) in Q1 2023, closing a stake of 12 shares — an estimated $992 sold.

McElhenny Sheffield Capital Management first reported a position in COO in Q4 2022 and held it in 1 quarter. The position peaked at $992 in Q4 2022. 568 funds tracked by Wall St. Rank hold COO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Cooper Companies position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 12 Cooper Companies shares in Q1 2023, an estimated $992.
  • McElhenny Sheffield Capital Management first reported a position in Cooper Companies in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Cooper Companies position peaked at $992 in Q4 2022.
  • 568 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.