CCM
ANZ

Copeland Capital Management’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Copeland Capital Management’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-108
Closed -$2K – 296
2022
Q3 		$2K Buy
+108
New +$2K ﹤0.01% 266

Other funds holding ANZ

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Copeland Capital Management's ANZ Position: Q4 2022 in Review

Copeland Capital Management sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q4 2022, closing a stake of 108 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in ANZ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 7 funds tracked by Wall St. Rank hold ANZ as of Q4 2022.

  • Copeland Capital Management reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q4 2022 after selling out during the quarter.
  • Copeland Capital Management sold 108 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q4 2022, an estimated $2K.
  • Copeland Capital Management first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q3 2022 and held it in 1 quarter.
  • Copeland Capital Management's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $2K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q4 2022.

Based on Copeland Capital Management's 13F filing for Q4 2022, filed 13 Jan 2023.