Number of Shares
559,994.00
Current Holdings Value*
$80.67 Mil
% of Portfolio
1.66%
Total Estimate Gain
$67.79 Mil
% of Total Estimate Gain
99.19%

Copeland Capital Management, LLC's BWX Technologies Inc Holding Summary

As of 2025-06-30, Copeland Capital Management, LLC held 559,994.00 shares of BWX Technologies Inc(BWXT), totaling $80.67 Mil. This investment constitutes 1.66% of their stock portfolio, and Copeland Capital Management, LLC now holds 0.61% of the outstanding BWX Technologies Inc(BWXT) stock.

The initial trade took place in 2018Q2. And since then Copeland Capital Management, LLC has made 15 purchases of BWXT, at an average price of $58.16, for a total of 1.18 Mil shares. In addition, there have been 9 sales at an average price of $90.36 for 615,170.00 shares. Based on historical transaction data and BWXT's current price of $143.84, Copeland Capital Management, LLC's estimated gain on his BWXT holdings is $67.79 Mil, reflecting a 99.19% gain to date.

Copeland Capital Management, LLC BWXT ($143.84) Holding Chart

Copeland Capital Management, LLC BWXT ($143.84) 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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