Number of Shares
42,496.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
2.42%
Total Estimate Gain
$2.08 Mil
% of Total Estimate Gain
65.37%

Copeland SMID Cap Dividend Growth Fund's Encompass Health Corp Holding Summary

As of 2025-02-28, Copeland Trust held 42,496.00 shares of Encompass Health Corp(EHC), totaling $4.26 Mil. This investment constitutes 2.42% of their stock portfolio, and Copeland Trust now holds 0.04% of the outstanding Encompass Health Corp(EHC) stock.

The initial trade took place in 2020Q2. And since then Copeland SMID Cap Dividend Growth Fund has made 16 purchases of EHC, at an average price of $72.82, for a total of 43,613.00 shares. In addition, there have been 2 sales at an average price of $77.79 for 1,117.00 shares. Based on historical transaction data and EHC's current price of $121.54, Copeland SMID Cap Dividend Growth Fund's estimated gain on his EHC holdings is $2.08 Mil, reflecting a 65.37% gain to date.

Copeland SMID Cap Dividend Growth Fund EHC ($121.54) Holding Chart

Copeland SMID Cap Dividend Growth Fund EHC ($121.54) 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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