Number of Shares
4,198.00
Current Holdings Value*
$399,520.00
% of Portfolio
1.21%
Total Estimate Gain
$45,968.10
% of Total Estimate Gain
9.13%

Copeland Dividend Growth Fund's Vertiv Holdings Co Holding Summary

As of 2025-02-28, Copeland Dividend Growth Fund held 4,198.00 shares of Vertiv Holdings Co(VRT), totaling $399,520.00. This investment constitutes 1.21% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Vertiv Holdings Co(VRT) stock.

The initial trade took place in 2025Q1. And since then Copeland Dividend Growth Fund has made 1 purchases of VRT, at an average price of $119.92, for a total of 4,198.00 shares. Based on historical transaction data and VRT's current price of $130.87, Copeland Dividend Growth Fund's estimated gain on his VRT holdings is $45,968.10, reflecting a 9.13% gain to date.

Copeland Dividend Growth Fund VRT ($130.87) Holding Chart

Copeland Dividend Growth Fund VRT ($130.87) 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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