McLean Asset Management’s Cooper Companies COO Stock Holding History

McLean Asset 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
2024 Q4	–	Sell	-1,916	Closed	-$203K	–	157
2024 Q3	$203K	Buy	+1,916	New	+$186K	0.06%	162
2024 Q2	–	Sell	-2,413	Closed	-$239K	–	159
2024 Q1	$239K	Buy	2,413 +9	+0.4%	+$871	0.08%	133
2023 Q4	$220K	Buy	+2,404	New	+$202K	0.08%	133
2023 Q3	–	Sell	-2,468	Closed	-$237K	–	131
2023 Q2	$237K	Buy	2,468 +4	+0.2%	+$375	0.09%	113
2023 Q1	$230K	Sell	2,464 -28	-1%	-$2.41K	0.09%	111
2022 Q4	$206K	Buy	+2,492	New	+$184K	0.07%	129
2022 Q2	–	Sell	-2,464	Closed	-$257K	–	130
2022 Q1	$257K	Buy	2,464 +16	+0.7%	+$1.61K	0.19%	98
2021 Q4	$257K	Hold	2,448	–	–	0.1%	108
2021 Q3	$255K	Hold	2,448	–	–	0.1%	108
2021 Q2	$247K	Hold	2,448	–	–	0.11%	93
2021 Q1	$249K	Hold	2,448	–	–	0.2%	84
2020 Q4	$222K	Buy	+2,448	New	+$210K	0.2%	83

Other funds holding COO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

McLean Asset Management's COO Position: Q4 2024 in Review

McLean Asset Management sold out of Cooper Companies (COO) in Q4 2024, closing a stake of 1,916 shares — an estimated $203K sold.

McLean Asset Management first reported a position in COO in Q4 2020 and held it in 12 quarters. The position peaked at $257K in Q1 2022. 678 funds tracked by Wall St. Rank hold COO as of Q4 2024.

McLean Asset Management reported no remaining Cooper Companies position as of Q4 2024 after selling out during the quarter.
McLean Asset Management sold 1,916 Cooper Companies shares in Q4 2024, an estimated $203K.
McLean Asset Management first reported a position in Cooper Companies in Q4 2020 and held it in 12 quarters.
McLean Asset Management's Cooper Companies position peaked at $257K in Q1 2022.
678 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2024.

Based on McLean Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.