Number of Shares
107,874.00
Current Holdings Value*
$3.23 Mil
% of Portfolio
1.84%
Total Estimate Gain
$644,372.84
% of Total Estimate Gain
25.48%

Copeland SMID Cap Dividend Growth Fund's Home BancShares Inc Holding Summary

As of 2025-02-28, Copeland Trust held 107,874.00 shares of Home BancShares Inc(HOMB), totaling $3.23 Mil. This investment constitutes 1.84% of their stock portfolio, and Copeland Trust now holds 0.05% of the outstanding Home BancShares Inc(HOMB) stock.

The initial trade took place in 2020Q2. And since then Copeland SMID Cap Dividend Growth Fund has made 15 purchases of HOMB, at an average price of $22.61, for a total of 111,825.00 shares. In addition, there have been 3 sales at an average price of $25.84 for 3,951.00 shares. Based on historical transaction data and HOMB's current price of $28.47, Copeland SMID Cap Dividend Growth Fund's estimated gain on his HOMB holdings is $644,372.84, reflecting a 25.48% gain to date.

Copeland SMID Cap Dividend Growth Fund HOMB ($28.47) Holding Chart

Copeland SMID Cap Dividend Growth Fund HOMB ($28.47) 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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