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Steward Financial Group’s Cooper Companies COO Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+56
New +$5.16K ﹤0.01% 701
2022
Q3 		– Sell
-32
Closed -$2K – 345
2022
Q2 		$2K Buy
+32
New +$2.83K ﹤0.01% 529

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's COO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Cooper Companies (COO) in Q3 2023: 56 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in COO as recently as Q2 2022.

Steward Financial Group first reported a position in COO in Q2 2022 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold COO as of Q3 2023.

  • Steward Financial Group held 56 shares of Cooper Companies worth $4K as of Q3 2023.
  • Cooper Companies was a new Steward Financial Group position in Q3 2023.
  • Cooper Companies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #701 holding.
  • Steward Financial Group first reported a position in Cooper Companies in Q2 2022 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.