Copeland Capital Management, LLC ESQ Holdings History
Copeland Capital Management, LLC's Esquire Financial Holdings Inc Holding Summary
As of 2025-06-30, Copeland Capital Management, LLC held 244,861.00 shares of Esquire Financial Holdings Inc(ESQ), totaling $23.18 Mil. This investment constitutes 0.48% of their stock portfolio, and Copeland Capital Management, LLC now holds 2.89% of the outstanding Esquire Financial Holdings Inc(ESQ) stock.
The initial trade took place in 2023Q3. And since then Copeland Capital Management, LLC has made 4 purchases of ESQ, at an average price of $85.97, for a total of 245,885.00 shares. In addition, there have been 3 sales at an average price of $57.09 for 1,024.00 shares. Based on historical transaction data and ESQ's current price of $104.78, Copeland Capital Management, LLC's estimated gain on his ESQ holdings is $4.58 Mil, reflecting a 21.64% gain to date.
Copeland Capital Management, LLC ESQ ($104.78) Holding Chart
Copeland Capital Management, LLC ESQ ($104.78) 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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