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 |
|---|---|---|---|---|---|---|---|---|---|
| STEPAN CO | COM | 201 | $41,058 | 456 | 0.00 | 0.00 | 3 | 0.66 | 03-31-2024 |
| TURNING PT BRANDS | COM | 202 | $40,698 | 1,389 | 0.00 | 0.00 | 21 | 1.54 | 03-31-2024 |
| RILEY EXPLORATION PERMIAN INC | COM | 203 | $40,425 | 1,225 | 0.00 | 0.00 | 10 | 0.82 | 03-31-2024 |
| ATRION CORP | COM | 204 | $40,329 | 87 | 0.00 | 0.00 | 1 | 1.16 | 03-31-2024 |
