List of all securities held by Copeland Capital Management LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter. The table below are the quarterly holdings reports filed by the company.
  2. Include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
  3. Include total shares owned, as well the security's market value if available.
  4. Portfolio values with missing quarterly reports are assigned zero.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q1
Total Holdings: 284
Assets Under Management (AUM) :
$4,249,527,000 ($4.25B)
Reporting Manager: Sofia A. Rosala
Title: General Counsel & Chief Compliance Officer

161 Washington Street, Suite 1325
Eight Tower Bridge
Conshohocken, PA 19428

Additional Information:

Other Included Managers:
  1. SEI Investment Management Corp
  2. Morgan Stanley Smith Barney

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