Perennial Investment Advisors’s Coty COTY Stock Holding History

Perennial Investment Advisors’s Portfolio COTY Stock Details COTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,100	Closed	-$10.3K	–	415
2024 Q3	$10.3K	Sell	1,100 -17,400	-94%	-$166K	﹤0.01%	399
2024 Q2	$185K	Hold	18,500	–	–	0.03%	346
2024 Q1	$221K	Hold	18,500	–	–	0.03%	305
2023 Q4	$230K	Buy	18,500 +1,000	+6%	+$10.8K	0.04%	288
2023 Q3	$192K	Hold	17,500	–	–	0.03%	315
2023 Q2	$215K	Hold	17,500	–	–	0.04%	307
2023 Q1	$211K	Sell	17,500 -9,000	-34%	-$95.2K	0.04%	306
2022 Q4	$227K	Sell	26,500 -5,200	-16%	-$38.2K	0.09%	186
2022 Q3	$200K	Buy	31,700 +1,700	+6%	+$12.9K	0.09%	185
2022 Q2	$240K	Sell	30,000 -17,150	-36%	-$129K	0.09%	161
2022 Q1	$424K	Sell	47,150 -350	-0.7%	-$3.12K	0.13%	131
2021 Q4	$499K	Hold	47,500	–	–	0.16%	118
2021 Q3	$373K	Buy	47,500 +7,500	+19%	+$64.2K	0.13%	139
2021 Q2	$374K	Hold	40,000	–	–	0.14%	132
2021 Q1	$360K	Buy	40,000 +20,000	+100%	+$153K	0.14%	126
2020 Q4	$140K	Sell	20,000 -9,000	-31%	-$46.4K	0.06%	170
2020 Q3	$79K	Buy	+29,000	New	+$109K	0.04%	147

Other funds holding COTY

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Perennial Investment Advisors's COTY Position: Q4 2024 in Review

Perennial Investment Advisors sold out of Coty (COTY) in Q4 2024, closing a stake of 1,100 shares — an estimated $10.3K sold.

Perennial Investment Advisors first reported a position in COTY in Q3 2020 and held it in 17 quarters. The position peaked at $499K in Q4 2021. 349 funds tracked by Wall St. Rank hold COTY as of Q4 2024.

Perennial Investment Advisors reported no remaining Coty position as of Q4 2024 after selling out during the quarter.
Perennial Investment Advisors sold 1,100 Coty shares in Q4 2024, an estimated $10.3K.
Perennial Investment Advisors first reported a position in Coty in Q3 2020 and held it in 17 quarters.
Perennial Investment Advisors's Coty position peaked at $499K in Q4 2021.
349 funds tracked by Wall St. Rank held Coty as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.