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HedgeMind.com
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Institutional Portfolios
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COPELAND CAPITAL MANAGEMENT LLC
> 2018-12-31
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Time Period
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
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Growth
17
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20
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3
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22
13
25
COPELAND CAPITAL MANAGEMENT LLC
Time Period
2018-12-31
Total Holdings
149
Total Value
($x1000)
1,290,125
Activities
New
20
Increased
55
Unchanged
3
Decreased
71
Sold Out
15
Top 10 Stock Holdings
total 20.31%
CHE
2.47
ENSG
2.28
POOL
2.18
JCOM
2
EHC
2
 
STE
1.93
CABO
1.92
AQN
1.91
CASY
1.83
AWR
1.79
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
CHE
2.47%
COM
ENSG
2.28%
COM
POOL
2.18%
COM
JCOM
2%
COM
EHC
2%
COM
STE
1.93%
SHS USD
CABO
1.92%
COM
AQN
1.91%
COM
CASY
1.83%
COM
AWR
1.79%
COM
KWR
1.73%
COM
BMI
1.65%
COM
POWI
1.62%
COM
CVGW
1.58%
COM
JJSF
1.55%
COM
EXPO
1.55%
COM
CCOI
1.55%
COM NEW
SNX
1.53%
COM
R
1.49%
COM
HCSG
1.46%
COM
EVR
1.44%
CLASS A
LFUS
1.44%
COM
RHP
1.42%
COM
KW
1.39%
COM
BWXT
1.36%
COM
CNS
1.35%
COM
CMD
1.31%
COM
USPH
1.29%
COM
CCMP
1.29%
COM
MORN
1.27%
COM
HOMB
1.19%
COM
CHD
1.17%
COM
FIX
1.06%
COM
ROIC
1.04%
COM
CORE
1.03%
COM
SMP
1.03%
COM
LOGM
1.01%
COM
MKTX
1%
COM
QTS
0.98%
COM CL A
WCN
0.98%
COM
MSI
0.91%
COM NEW
OZK
0.87%
COM
AGM
0.87%
CL C
AMSF
0.86%
COM
AMGP
0.83%
COM SHS REPSTG
FDS
0.82%
COM
AWK
0.82%
COM
BR
0.79%
COM
CWEN/A
0.76%
CL A
THO
0.76%
COM
NP
0.75%
COM
DGX
0.73%
COM
IWM
0.72%
RUSSELL 2000 ETF
MSCI
0.72%
COM
SCI
0.72%
COM
SXI
0.7%
COM
PETS
0.7%
COM
HRS
0.67%
COM
NDSN
0.66%
COM
DPZ
0.66%
COM
JKHY
0.65%
COM
V
0.65%
COM CL A
ROST
0.61%
COM
HEI
0.6%
COM
COG
0.59%
COM
OLED
0.57%
COM
INTU
0.57%
COM
AMT
0.56%
COM
AVGO
0.56%
COM
RMD
0.56%
COM
CWEN
0.53%
CL C
UNH
0.53%
COM
TSCO
0.52%
COM
COST
0.51%
COM
AMGN
0.5%
COM
MDT
0.49%
SHS
UNP
0.49%
COM
CMCSA
0.48%
CL A
BA
0.48%
COM
HD
0.48%
COM
ZTS
0.48%
CL A
WH
0.47%
COM
AAPL
0.47%
COM
DFS
0.46%
COM
SBUX
0.46%
COM
LMT
0.45%
COM
PB
0.45%
COM
JPM
0.43%
COM
HRL
0.43%
COM
EXPE
0.43%
COM NEW
ARE
0.41%
COM
EQIX
0.41%
COM PAR $0.001
PSXP
0.41%
COM UNIT REP INT
BLK
0.4%
COM
CGNX
0.39%
COM
SNA
0.38%
COM
AMP
0.38%
COM
ADT
0.37%
COM
FAF
0.37%
COM
TTC
0.36%
COM
COR
0.36%
COM
IFF
0.35%
COM
MSFT
0.32%
COM
PRGO
0.29%
SHS
MKC
0.27%
COM NON VTG
PAYX
0.27%
COM
ECL
0.27%
COM
KAR
0.26%
COM
ALL
0.26%
COM
TXN
0.24%
COM
NEE
0.24%
COM
FBHS
0.22%
COM
STI
0.22%
COM
OKE
0.22%
COM
PSX
0.21%
COM
TJX
0.16%
COM
APD
0.14%
COM
ADP
0.09%
COM
SHW
0.08%
COM
NVO
0.04%
ADR
UNICHARM...
0.04%
COM
SMITH & ...
0.04%
COM
CLP HOLD...
0.04%
COM
DANONE S...
0.03%
COM
BCE INC...
0.03%
COM
NOVARTIS...
0.03%
COM
SANOFI...
0.03%
COM
HEINEKEN...
0.03%
COM
NESTLE S...
0.03%
COM
FORTIS I...
0.03%
COM
PM
0.03%
COM
JNJ
0.03%
COM
PFE
0.03%
COM
ABBV
0.03%
COM
TERUMO C...
0.03%
COM
CK INFRA...
0.03%
COM
XOM
0.03%
COM
MMM
0.02%
COM
ASTELLAS...
0.02%
COM
XLNX
0.02%
COM
GE
0.02%
COM
MCD
0.02%
COM
DEUTSCHE...
0.02%
COM
WHG
0.02%
COM
GN STORE...
0.02%
COM
PERNOD R...
0.02%
COM
RED ELEC...
0.02%
COM
SHISEIDO...
0.02%
COM
CHINA MO...
0.02%
COM
LAD
0.73%
CL A
NEU
0.65%
COM
ROK
0.42%
COM
CCI
0.39%
COM
DG
0.38%
COM
LEA
0.21%
COM NEW
TECHTRON...
0.02%
COM
NITTO DE...
0.02%
COM
CTS EVEN...
0.02%
COM
JULIUS B...
0.02%
COM
PLASTIC ...
0.02%
COM
TOROMONT...
0.02%
COM
KAMIGUMI...
0.02%
COM
VIDRALA ...
0.02%
COM
PX
0.01%
COM