Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COPELAND CAPITAL MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 448 | 5,502,213,419 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | COM | 101 | $18,892,140 | 43,089 | 0.00 | 0.00 | 5,804 | 15.57 | 03-31-2024 |
| MORGAN STANLEY | COM | 102 | $18,699,283 | 198,591 | 0.00 | 0.00 | 57,455 | 40.71 | 03-31-2024 |
| INTUIT INC | COM | 103 | $18,676,386 | 28,733 | 0.00 | 0.00 | 2,107 | 7.91 | 03-31-2024 |
| IRADIMED CORP | COM | 104 | $18,394,375 | 418,149 | 0.00 | 0.00 | 417,302 | 49268.24 | 03-31-2024 |
