Oppenheimer & Co’s Cooper Companies COO Stock Holding History

Oppenheimer & Co’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	-2,840	Closed	-$235K	–	1393
2022 Q4	$235K	Sell	2,840 -5,244	-65%	-$387K	0.01%	1181
2022 Q3	$533K	Buy	8,084 +248	+3%	+$19K	0.01%	873
2022 Q2	$613K	Buy	7,836 +476	+6%	+$42.1K	0.01%	846
2022 Q1	$768K	Buy	+7,360	New	+$741K	0.01%	848
2018 Q2	–	Sell	-9,128	Closed	-$522K	–	1337
2018 Q1	$522K	Sell	9,128 -228	-2%	-$13.3K	0.01%	836
2017 Q4	$510K	Sell	9,356 -1,036	-10%	-$60.6K	0.01%	854
2017 Q3	$616K	Buy	10,392 +516	+5%	+$31.5K	0.02%	779
2017 Q2	$591K	Buy	9,876 +300	+3%	+$16.3K	0.02%	776
2017 Q1	$479K	Buy	9,576 +4,488	+88%	+$213K	0.01%	814
2016 Q4	$223K	Buy	+5,088	New	+$222K	0.01%	1117

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

VAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GIM

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Oppenheimer & Co's COO Position: Q1 2023 in Review

Oppenheimer & Co sold out of Cooper Companies (COO) in Q1 2023, closing a stake of 2,840 shares — an estimated $235K sold.

Oppenheimer & Co first reported a position in COO in Q4 2016 and held it in 10 quarters. The position peaked at $768K in Q1 2022. 570 funds tracked by Wall St. Rank hold COO as of Q1 2023.

Oppenheimer & Co reported no remaining Cooper Companies position as of Q1 2023 after selling out during the quarter.
Oppenheimer & Co sold 2,840 Cooper Companies shares in Q1 2023, an estimated $235K.
Oppenheimer & Co first reported a position in Cooper Companies in Q4 2016 and held it in 10 quarters.
Oppenheimer & Co's Cooper Companies position peaked at $768K in Q1 2022.
570 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.