WH
COO icon

Willner & Heller’s Cooper Companies COO Stock Holding History

Willner & Heller’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
2025
Q3 		– Sell
-3,533
Closed -$251K – 163
2025
Q2 		$251K Sell
3,533
-459
-11% -$35.1K 0.21% 133
2025
Q1 		$337K Sell
3,992
-400
-9% -$35.8K 0.31% 108
2024
Q4 		$404K Hold
4,392
– – 0.35% 93
2024
Q3 		$485K Hold
4,392
– – 0.43% 80
2024
Q2 		$383K Hold
4,392
– – 0.37% 92
2024
Q1 		$446K Buy
+4,392
New +$425K 0.44% 83
2022
Q4 		$395K Sell
4,776
-280
-6% -$20.7K 0.56% 65
2022
Q3 		$334K Buy
5,056
+824
+19% +$63.1K 0.54% 64
2022
Q2 		$331K Buy
4,232
+520
+14% +$46K 0.51% 68
2022
Q1 		$389K Hold
3,712
– – 0.48% 73
2021
Q4 		$383K Buy
+3,712
New +$378K 0.51% 68

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return