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USA Financial Formulas’s Koppers KOP Stock Holding History

USA Financial Formulas’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,286
Closed -$70.9K – 350
2024
Q1 		$70.9K Buy
+1,286
New +$66.5K 0.01% 220
2020
Q1 		– Sell
-2,246
Closed -$86K – 276
2019
Q4 		$86K Buy
+2,246
New +$78.9K 0.04% 161
2017
Q2 		– Sell
-12,805
Closed -$542K – 271
2017
Q1 		$542K Buy
+12,805
New +$538K 0.13% 145

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

USA Financial Formulas's KOP Position: Q2 2024 in Review

USA Financial Formulas sold out of Koppers (KOP) in Q2 2024, closing a stake of 1,286 shares — an estimated $70.9K sold.

USA Financial Formulas first reported a position in KOP in Q1 2017 and held it in 3 quarters. The position peaked at $542K in Q1 2017. 184 funds tracked by Wall St. Rank hold KOP as of Q2 2024.

  • USA Financial Formulas reported no remaining Koppers position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 1,286 Koppers shares in Q2 2024, an estimated $70.9K.
  • USA Financial Formulas first reported a position in Koppers in Q1 2017 and held it in 3 quarters.
  • USA Financial Formulas's Koppers position peaked at $542K in Q1 2017.
  • 184 funds tracked by Wall St. Rank held Koppers as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.