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Perpetual Ltd’s Koppers KOP Stock Holding History

Perpetual Ltd’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$3.7M Sell
176,881
-25,882
-13% -$588K 0.27% 125
2020
Q2 		$3.82M Hold
202,763
– – 0.36% 80
2020
Q1 		$2.51M Buy
+202,763
New +$5.21M 0.35% 109

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Perpetual Ltd's KOP Position: Q3 2020 in Review

Perpetual Ltd reduced its Koppers (KOP) stake by 13% in Q3 2020, selling an estimated $588K and leaving 176,881 shares worth $3.7M. The position accounts for 0.27% of the portfolio, ranked #125.

Perpetual Ltd first reported a position in KOP in Q1 2020 and has held it in 3 quarters since. The position peaked at $3.82M in Q2 2020. 141 funds tracked by Wall St. Rank hold KOP as of Q3 2020.

  • Perpetual Ltd held 176,881 shares of Koppers worth $3.7M as of Q3 2020.
  • Perpetual Ltd sold 25,882 Koppers shares in Q3 2020, an estimated $588K.
  • Koppers made up 0.27% of Perpetual Ltd's portfolio in Q3 2020, its #125 holding.
  • Perpetual Ltd first reported a position in Koppers in Q1 2020 and has held it in 3 quarters since.
  • Perpetual Ltd's Koppers position peaked at $3.82M in Q2 2020.
  • 141 funds tracked by Wall St. Rank held Koppers as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.