The Family Firm’s Cooper Companies COO Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-64	Closed	-$5.59K	–	329
2024 Q2	$5.59K	Buy	+64	New	+$5.97K	﹤0.01%	733

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

The Family Firm's COO Position: Q3 2024 in Review

The Family Firm sold out of Cooper Companies (COO) in Q3 2024, closing a stake of 64 shares — an estimated $5.59K sold.

The Family Firm first reported a position in COO in Q2 2024 and held it in 1 quarter. The position peaked at $5.59K in Q2 2024. 657 funds tracked by Wall St. Rank hold COO as of Q3 2024.

The Family Firm reported no remaining Cooper Companies position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 64 Cooper Companies shares in Q3 2024, an estimated $5.59K.
The Family Firm first reported a position in Cooper Companies in Q2 2024 and held it in 1 quarter.
The Family Firm's Cooper Companies position peaked at $5.59K in Q2 2024.
657 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.