Copeland SMID Cap Dividend Growth Fund RS Holdings History
Copeland SMID Cap Dividend Growth Fund's Reliance Inc Holding Summary
As of 2025-02-28, Copeland Trust held 12,015.00 shares of Reliance Inc(RS), totaling $3.57 Mil. This investment constitutes 2.03% of their stock portfolio, and Copeland Trust now holds 0.02% of the outstanding Reliance Inc(RS) stock.
The initial trade took place in 2021Q1. And since then Copeland SMID Cap Dividend Growth Fund has made 13 purchases of RS, at an average price of $243.66, for a total of 13,067.00 shares. In addition, there have been 3 sales at an average price of $200.62 for 1,052.00 shares. Based on historical transaction data and RS's current price of $313.90, Copeland SMID Cap Dividend Growth Fund's estimated gain on his RS holdings is $798,595.94, reflecting a 25.08% gain to date.
Copeland SMID Cap Dividend Growth Fund RS ($313.90) Holding Chart
Copeland SMID Cap Dividend Growth Fund RS ($313.90) 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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