Copeland SMID Cap Dividend Growth Fund SXI Holdings History
Copeland SMID Cap Dividend Growth Fund's Standex International Corp Holding Summary
As of 2025-02-28, Copeland Trust held 17,493.00 shares of Standex International Corp(SXI), totaling $3.25 Mil. This investment constitutes 1.85% of their stock portfolio, and Copeland Trust now holds 0.14% of the outstanding Standex International Corp(SXI) stock.
The initial trade took place in 2021Q1. And since then Copeland SMID Cap Dividend Growth Fund has made 13 purchases of SXI, at an average price of $135.40, for a total of 18,349.00 shares. In addition, there have been 3 sales at an average price of $143.80 for 856.00 shares. Based on historical transaction data and SXI's current price of $168.60, Copeland SMID Cap Dividend Growth Fund's estimated gain on his SXI holdings is $587,950.35, reflecting a 23.67% gain to date.
Copeland SMID Cap Dividend Growth Fund SXI ($168.60) Holding Chart
Copeland SMID Cap Dividend Growth Fund SXI ($168.60) 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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