Simplicity Solutions’s Cooper Companies COO Stock Holding History

Simplicity Solutions’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 Q4	$456K	Buy	4,816 +36	+0.8%	+$3.02K	0.01%	699
2023 Q3	$380K	Sell	4,780 -88	-2%	-$8.11K	0.01%	680
2023 Q2	$467K	Buy	4,868 +36	+0.7%	+$3.38K	0.01%	684
2023 Q1	$451K	Buy	4,832 +1,936	+67%	+$166K	0.01%	724
2022 Q4	$239K	Buy	+2,896	New	+$214K	0.03%	562
2022 Q2	–	Sell	-2,260	Closed	-$236K	–	651
2022 Q1	$236K	Buy	+2,260	New	+$227K	0.03%	554
2017 Q3	–	Sell	-4,504	Closed	-$270K	–	235
2017 Q2	$270K	Sell	4,504 -68	-1%	-$3.69K	0.03%	339
2017 Q1	$228K	Buy	+4,572	New	+$217K	0.04%	354

Other funds holding COO

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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

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

Simplicity Solutions's COO Position: Q4 2023 in Review

Simplicity Solutions increased its Cooper Companies (COO) stake by 0.75% in Q4 2023, buying an estimated $3.02K and bringing the position to 4,816 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #699.

Simplicity Solutions first reported a position in COO in Q1 2017 and has held it in 8 quarters since. The position peaked at $467K in Q2 2023. 581 funds tracked by Wall St. Rank hold COO as of Q4 2023.

Simplicity Solutions held 4,816 shares of Cooper Companies worth $456K as of Q4 2023.
Simplicity Solutions bought 36 Cooper Companies shares in Q4 2023, an estimated $3.02K.
Cooper Companies made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #699 holding.
Simplicity Solutions first reported a position in Cooper Companies in Q1 2017 and has held it in 8 quarters since.
Simplicity Solutions's Cooper Companies position peaked at $467K in Q2 2023.
581 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.