Shine Investment Advisory Services’s Cooper Companies COO Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$12K	Sell	140 -96	-41%	-$7.37K	﹤0.01%	525
2020 Q2	$17K	Hold	236	–	–	0.01%	475
2020 Q1	$16K	Hold	236	–	–	0.01%	452
2019 Q4	$19K	Hold	236	–	–	0.01%	479
2019 Q3	$18K	Buy	236 +68	+40%	+$5.48K	0.01%	468
2019 Q2	$14K	Hold	168	–	–	0.01%	500
2019 Q1	$12K	Buy	168 +20	+14%	+$1.4K	0.01%	520
2018 Q4	$9K	Hold	148	–	–	﹤0.01%	534
2018 Q3	$10K	Hold	148	–	–	0.01%	514
2018 Q2	$9K	Hold	148	–	–	﹤0.01%	539
2018 Q1	$8K	Hold	148	–	–	﹤0.01%	550
2017 Q4	$8K	Sell	148 -140	-49%	-$8.19K	﹤0.01%	563
2017 Q3	$17K	Buy	+288	New	+$17.6K	0.01%	467

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VAM

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Shine Investment Advisory Services's COO Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Cooper Companies (COO) stake by 41% in Q3 2020, selling an estimated $7.37K and leaving 140 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Shine Investment Advisory Services first reported a position in COO in Q3 2017 and has held it in 13 quarters since. The position peaked at $19K in Q4 2019. 503 funds tracked by Wall St. Rank hold COO as of Q3 2020.

Shine Investment Advisory Services held 140 shares of Cooper Companies worth $12K as of Q3 2020.
Shine Investment Advisory Services sold 96 Cooper Companies shares in Q3 2020, an estimated $7.37K.
Cooper Companies made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #525 holding.
Shine Investment Advisory Services first reported a position in Cooper Companies in Q3 2017 and has held it in 13 quarters since.
Shine Investment Advisory Services's Cooper Companies position peaked at $19K in Q4 2019.
503 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.