Copeland SMID Cap Dividend Growth Fund VMI Holdings History
Copeland SMID Cap Dividend Growth Fund's Valmont Industries Inc Holding Summary
As of 2025-02-28, Copeland Trust held 9,100.00 shares of Valmont Industries Inc(VMI), totaling $3.17 Mil. This investment constitutes 1.8% of their stock portfolio, and Copeland Trust now holds 0.05% of the outstanding Valmont Industries Inc(VMI) stock.
The initial trade took place in 2023Q3. And since then Copeland SMID Cap Dividend Growth Fund has made 6 purchases of VMI, at an average price of $241.36, for a total of 11,486.00 shares. In addition, there have been 1 sales at an average price of $329.35 for 2,386.00 shares. Based on historical transaction data and VMI's current price of $333.86, Copeland SMID Cap Dividend Growth Fund's estimated gain on his VMI holdings is $1.05 Mil, reflecting a 37.94% gain to date.
Copeland SMID Cap Dividend Growth Fund VMI ($333.86) Holding Chart
Copeland SMID Cap Dividend Growth Fund VMI ($333.86) 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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