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Newfound Research’s Cooper Companies COO Stock Holding History

Newfound Research’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
2022
Q3 		– Sell
-720
Closed -$56K – 133
2022
Q2 		$56K Sell
720
-744
-51% -$65.8K 0.12% 115
2022
Q1 		$153K Buy
1,464
+80
+6% +$8.05K 0.2% 36
2021
Q4 		$145K Buy
1,384
+280
+25% +$28.5K 0.18% 53
2021
Q3 		$114K Buy
1,104
+244
+28% +$26K 0.18% 32
2021
Q2 		$85K Buy
860
+8
+0.9% +$784 0.17% 68
2021
Q1 		$82K Sell
852
-588
-41% -$55.8K 0.19% 32
2020
Q4 		$131K Buy
+1,440
New +$124K 0.34% 25

Other funds holding COO

Vanguard Group
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Newfound Research's COO Position: Q3 2022 in Review

Newfound Research sold out of Cooper Companies (COO) in Q3 2022, closing a stake of 720 shares — an estimated $56K sold.

Newfound Research first reported a position in COO in Q4 2020 and held it in 7 quarters. The position peaked at $153K in Q1 2022. 541 funds tracked by Wall St. Rank hold COO as of Q3 2022.

  • Newfound Research reported no remaining Cooper Companies position as of Q3 2022 after selling out during the quarter.
  • Newfound Research sold 720 Cooper Companies shares in Q3 2022, an estimated $56K.
  • Newfound Research first reported a position in Cooper Companies in Q4 2020 and held it in 7 quarters.
  • Newfound Research's Cooper Companies position peaked at $153K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.