COO β€” COOPER COS INC

Ownership history in EVERPAR ADVISORS LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which EVERPAR ADVISORS LLC reported a position in COOPER COS INC (COO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.6% (2023 Q4)
πŸ“Š Avg. % of fund
0.37%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

EVERPAR ADVISORS LLC Γ— COO AI Analytics

πŸ“‰ EVERPAR ADVISORS LLC underperformed the S&P 500 by –39.4% annually on this COO position. Timing score: 83% (5/6 decisions correct). Average cost basis: $100.49. Maximum drawdown during holding period: –37.9%.

πŸ“ˆ Position Alpha vs SPY
-39.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 39.4% ann.
6 quarters analyzed

⏱️ Timing Score
83%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct

πŸ’° Entry Quality
$100.49
-31.8% vs current ($68.56)

Best entry: $87.30 (2024 Q2)  Β·  Worst: $101.46 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–37.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
38%
buy-side decisions

3 adds Β· 5 trims. Bought during 1 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    COO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,269 -1,004 -19.0% 0.12% $293K $68.56
2025 Q2 REDUCED 5,273 -1,590 -23.2% 0.17% $375K $71.16
2025 Q1 REDUCED 6,863 -1,190 -14.8% 0.31% $579K $84.35
2024 Q4 REDUCED 8,053 -300 -3.6% 0.37% $740K $91.93
2024 Q3 REDUCED 8,353 -325 -3.7% 0.48% $922K $110.34
2024 Q2 ADDED 8,678 +362 +4.4% 0.38% $758K $87.30
2024 Q1 ADDED 8,316 +4,930 +145.6% 0.51% $844K $101.46
2023 Q4 INITIATED 3,386 β€” β€” 0.60% $1.3M β€”

🏒 Other funds also holding COO

As of 2025 Q4 β€” sorted by position size

BROWNING WEST LP 3Y 19.17% JANA Partners Management, LP 15.01% Laurus Global Equity Management Inc. 3Y 4.7% Crystal Rock Capital Management 3Y 7Y 3.65% Rhenman & Partners Asset Management AB 3Y 7Y 2.51% RBO & CO LLC 3Y 7Y 2.41% PRENTISS SMITH & CO INC 3Y 7Y 2.39% Sustainable Growth Advisers, LP 3Y 7Y 1.91% Sapience Investments, LLC 3Y 7Y 1.85% BUCKHEAD CAPITAL MANAGEMENT LLC 3Y 7Y 1.71%
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