Squar Milner Financial Services’s Cooper Companies COO Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-1,304	Closed	-$89K	–	311
2020 Q1	$89K	Buy	1,304 +212	+19%	+$17.3K	0.05%	288
2019 Q4	$87K	Buy	+1,092	New	+$82.3K	0.04%	358
2019 Q3	–	Sell	-84	Closed	-$7K	–	318
2019 Q2	$7K	Sell	84 -84	-50%	-$6.32K	﹤0.01%	549
2019 Q1	$12K	Hold	168	–	–	0.01%	483
2018 Q4	$11K	Hold	168	–	–	0.01%	457
2018 Q3	$12K	Hold	168	–	–	0.01%	463
2018 Q2	$10K	Buy	+168	New	+$9.6K	0.01%	575

Other funds holding COO

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

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

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

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

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

GIM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VAM

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Squar Milner Financial Services's COO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Cooper Companies (COO) in Q2 2020, closing a stake of 1,304 shares — an estimated $89K sold.

Squar Milner Financial Services first reported a position in COO in Q2 2018 and held it in 7 quarters. The position peaked at $89K in Q1 2020. 497 funds tracked by Wall St. Rank hold COO as of Q2 2020.

Squar Milner Financial Services reported no remaining Cooper Companies position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,304 Cooper Companies shares in Q2 2020, an estimated $89K.
Squar Milner Financial Services first reported a position in Cooper Companies in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Cooper Companies position peaked at $89K in Q1 2020.
497 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.