PF
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Phoenix Financial’s Cooper Companies COO Stock Holding History

Phoenix Financial’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
2025
Q2 		– Sell
-2,564
Closed -$217K – 429
2025
Q1 		$217K Sell
2,564
-733
-22% -$65.7K ﹤0.01% 337
2024
Q4 		$303K Buy
3,297
+983
+42% +$100K ﹤0.01% 310
2024
Q3 		$256K Sell
2,314
-448
-16% -$43.6K ﹤0.01% 309
2024
Q2 		$242K Buy
2,762
+393
+17% +$36.7K ﹤0.01% 306
2024
Q1 		$240K Sell
2,369
-463
-16% -$44.8K ﹤0.01% 360
2023
Q4 		$273K Buy
+2,832
New +$238K ﹤0.01% 278
2023
Q3 		– Sell
-2,460
Closed -$233K – 332
2023
Q2 		$233K Sell
2,460
-376
-13% -$35.3K ﹤0.01% 276
2023
Q1 		$258K Buy
2,836
+196
+7% +$16.8K 0.01% 251
2022
Q4 		$221K Buy
+2,640
New +$195K ﹤0.01% 254
2022
Q2 		– Sell
-2,132
Closed -$225K – 387
2022
Q1 		$225K Buy
+2,132
New +$215K ﹤0.01% 368

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return