Copeland Capital Management, LLC New Holdings in Q4 2024

Copeland Capital Management, LLC

  • $5.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YOU
Clear Secure, Inc.

Technology
1.15M
New
$25.61 - $38.45 $29.5M - $44.3M
1.15M $30.7M
MSA
Msa Safety Inc

Industrials
180K
New
$163.63 - $178.77 $29.5M - $32.2M
180K $29.9M
NVT
N Vent Electric PLC

Industrials
395K
New
$67.69 - $79.19 $26.7M - $31.2M
395K $26.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
74.6K
New
$172.07 - $207.36 $12.8M - $15.5M
74.6K $14.7M
CTAS
Cintas Corp

Industrials
72.9K
New
$182.7 - $226.47 $13.3M - $16.5M
72.9K $13.3M
EBAY
Ebay Inc

Consumer Cyclical
14.2K
New
$57.51 - $67.17 $814K - $951K
14.2K $877K
VB
Vanguard Small Cap ETF

ETFs
1.17K
New
$233.76 - $261.58 $273K - $305K
1.17K $280K
ABC
Amerisourcebergen Corp

Healthcare
627
New
N/A
627 $116K
CVS
Cvs Health Corp

Healthcare
2.33K
New
$43.78 - $67.46 $102K - $157K
2.33K $104K
OWL
Blue Owl Capital Inc.

Financial Services
4.41K
New
$19.51 - $24.81 $86.1K - $110K
4.41K $102K
CRCT
Cricut, Inc.

Technology
11.1K
New
$5.05 - $6.92 $56K - $76.8K
11.1K $63K
EEX
Emerald Holding, Inc.

Communication Services
11.8K
New
$3.94 - $5.06 $46.6K - $59.8K
11.8K $57K
WSR
Whitestone Reit

Real Estate
3.91K
New
$13.24 - $15.22 $51.8K - $59.6K
3.91K $55K
GS
Goldman Sachs Group Inc

Financial Services
34
New
$486.1 - $608.57 $16.5K - $20.7K
34 $19K
WFC
Wells Fargo & Company

Financial Services
258
New
$54.98 - $77.35 $14.2K - $20K
258 $18K
RGLD
Royal Gold Inc

Basic Materials
130
New
$131.05 - $154.26 $17K - $20.1K
130 $17K
VRTS
Virtus Investment Partners, Inc.

Financial Services
77
New
$203.34 - $250.89 $15.7K - $19.3K
77 $16K
SEIC
Sei Investments CO

Financial Services
135
New
$69.36 - $86.58 $9.36K - $11.7K
135 $11K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
54
New
$174.04 - $205.27 $9.4K - $11.1K
54 $9K
BFC
Bank First Corp

Financial Services
90
New
$86.5 - $108.79 $7.79K - $9.79K
90 $8K
ICE
Intercontinental Exchange, Inc.

Financial Services
54
New
$148.29 - $166.93 $8.01K - $9.01K
54 $8K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
114
New
$27.83 - $38.42 $3.17K - $4.38K
114 $3K
SNPHY
Santen Pharmaceutical CO Unspo

Healthcare
230
New
$9.25 - $12.64 $2.13K - $2.91K
230 $2K
Brookfield Infrastructure Corp
2.07M
New
N/A
2.07M $0
Activity Summary
Buys All Purchases 119 New Holdings 25 Increased Positions 94 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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