Copeland SMID Cap Dividend Growth Fund CASY Holdings History
Copeland SMID Cap Dividend Growth Fund's Casey's General Stores Inc Holding Summary
As of 2025-02-28, Copeland Trust held 8,128.00 shares of Casey's General Stores Inc(CASY), totaling $3.37 Mil. This investment constitutes 1.92% of their stock portfolio, and Copeland Trust now holds 0.02% of the outstanding Casey's General Stores Inc(CASY) stock.
The initial trade took place in 2020Q2. And since then Copeland SMID Cap Dividend Growth Fund has made 14 purchases of CASY, at an average price of $254.34, for a total of 10,110.00 shares. In addition, there have been 4 sales at an average price of $356.97 for 1,982.00 shares. Based on historical transaction data and CASY's current price of $526.70, Copeland SMID Cap Dividend Growth Fund's estimated gain on his CASY holdings is $2.42 Mil, reflecting a 94.00% gain to date.
Copeland SMID Cap Dividend Growth Fund CASY ($526.70) Holding Chart
Copeland SMID Cap Dividend Growth Fund CASY ($526.70) 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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