Copeland Capital Management, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$3.51B
13F filings
12
Latest filing
Jan 18, 2022

Top 10 holdings

NXST $65.25M
1.86% of AUM
OZK $60.94M
1.73% of AUM
ENSG $60.38M
1.72% of AUM
BC $54.02M
1.54% of AUM
LMAT $53.53M
1.52% of AUM
EHC $52.59M
1.50% of AUM
SSTK $51.17M
1.46% of AUM
SXI $50.90M
1.45% of AUM
HOMB $50.39M
1.43% of AUM
IIPR $50.34M
1.43% of AUM

About this filer

FilingIQ has indexed 12 quarterly Form 13F filings from Copeland Capital Management, LLC. Reported assets under management total $3.51B.

View live Copeland Capital Management, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Copeland Capital Management, LLC have under management?
Per Copeland Capital Management, LLC's most recent SEC Form 13F filing dated Jan 18, 2022, total assets under management are $3.51B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Copeland Capital Management, LLC submitted?
FilingIQ has indexed 12 quarterly Form 13F filings from Copeland Capital Management, LLC. Filings are due 45 days after quarter-end.
Where does Copeland Capital Management, LLC's holdings data come from?
Every position shown on this page sources back to Copeland Capital Management, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.