Surevest’s Cooper Companies COO Stock Holding History

Surevest’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
2022 Q3	–	Sell	-16	Closed	-$1K	–	522
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	466
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	392
2021 Q4	$2K	Buy	+16	New	+$1.63K	﹤0.01%	398

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

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

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

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

VAM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

GIM

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

Surevest's COO Position: Q3 2022 in Review

Surevest sold out of Cooper Companies (COO) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Surevest first reported a position in COO in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 539 funds tracked by Wall St. Rank hold COO as of Q3 2022.

Surevest reported no remaining Cooper Companies position as of Q3 2022 after selling out during the quarter.
Surevest sold 16 Cooper Companies shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Cooper Companies in Q4 2021 and held it in 3 quarters.
Surevest's Cooper Companies position peaked at $2K in Q1 2022.
539 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.