Number of Shares
596.00
Current Holdings Value*
$548,700.00
% of Portfolio
1.67%
Total Estimate Gain
$191,108.21
% of Total Estimate Gain
38.09%

Copeland Dividend Growth Fund's Eli Lilly and Co Holding Summary

As of 2025-02-28, Copeland Dividend Growth Fund held 596.00 shares of Eli Lilly and Co(LLY), totaling $548,700.00. This investment constitutes 1.67% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q4. And since then Copeland Dividend Growth Fund has made 1 purchases of LLY, at an average price of $578.75, for a total of 867.00 shares. In addition, there have been 5 sales at an average price of $785.42 for 271.00 shares. Based on historical transaction data and LLY's current price of $805.43, Copeland Dividend Growth Fund's estimated gain on his LLY holdings is $191,108.21, reflecting a 38.09% gain to date.

Copeland Dividend Growth Fund LLY ($805.43) Holding Chart

Copeland Dividend Growth Fund LLY ($805.43) 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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