Number of Shares
43,644.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
1.51%
Total Estimate Gain
$-600,639.64
% of Total Estimate Gain
-18.42%

Copeland SMID Cap Dividend Growth Fund's Power Integrations Inc Holding Summary

As of 2025-02-28, Copeland Trust held 43,644.00 shares of Power Integrations Inc(POWI), totaling $2.65 Mil. This investment constitutes 1.51% of their stock portfolio, and Copeland Trust now holds 0.08% of the outstanding Power Integrations Inc(POWI) stock.

The initial trade took place in 2020Q2. And since then Copeland SMID Cap Dividend Growth Fund has made 13 purchases of POWI, at an average price of $69.80, for a total of 46,725.00 shares. In addition, there have been 5 sales at an average price of $73.82 for 3,081.00 shares. Based on historical transaction data and POWI's current price of $55.75, Copeland SMID Cap Dividend Growth Fund's estimated gain on his POWI holdings is $-600,639.64, reflecting a -18.42% gain to date.

Copeland SMID Cap Dividend Growth Fund POWI ($55.75) Holding Chart

Copeland SMID Cap Dividend Growth Fund POWI ($55.75) 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 %

Top Ranked Articles

  • 1