Number of Shares
7,276.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
0.04%
Total Estimate Gain
$45.81 Mil
% of Total Estimate Gain
70.29%

Copeland Capital Management, LLC's Broadridge Financial Solutions Inc Holding Summary

As of 2025-06-30, Copeland Capital Management, LLC held 7,276.00 shares of Broadridge Financial Solutions Inc(BR), totaling $1.77 Mil. This investment constitutes 0.04% of their stock portfolio, and Copeland Capital Management, LLC now holds 0.01% of the outstanding Broadridge Financial Solutions Inc(BR) stock.

The initial trade took place in 2015Q1. And since then Copeland Capital Management, LLC has made 14 purchases of BR, at an average price of $71.47, for a total of 912,010.00 shares. In addition, there have been 14 sales at an average price of $120.64 for 904,734.00 shares. Based on historical transaction data and BR's current price of $252.99, Copeland Capital Management, LLC's estimated gain on his BR holdings is $45.81 Mil, reflecting a 70.29% gain to date.

Copeland Capital Management, LLC BR ($252.99) Holding Chart

Copeland Capital Management, LLC BR ($252.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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