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Copeland Capital Management’s Educational Development Corp EDUC Stock Holding History

Copeland Capital Management’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,398
Closed -$12K – 279
2021
Q4 		$12K Buy
1,398
+39
+3% +$361 ﹤0.01% 213
2021
Q3 		$13K Hold
1,359
– – ﹤0.01% 212
2021
Q2 		$17K Buy
1,359
+4
+0.3% +$61 ﹤0.01% 205
2021
Q1 		$23K Buy
1,355
+81
+6% +$1.3K ﹤0.01% 200
2020
Q4 		$20K Buy
+1,274
New +$21.3K ﹤0.01% 193

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Vanguard Group
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Dimensional Fund Advisors
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NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WT
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

Copeland Capital Management's EDUC Position: Q1 2022 in Review

Copeland Capital Management sold out of Educational Development Corp (EDUC) in Q1 2022, closing a stake of 1,398 shares — an estimated $12K sold.

Copeland Capital Management first reported a position in EDUC in Q4 2020 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 25 funds tracked by Wall St. Rank hold EDUC as of Q1 2022.

  • Copeland Capital Management reported no remaining Educational Development Corp position as of Q1 2022 after selling out during the quarter.
  • Copeland Capital Management sold 1,398 Educational Development Corp shares in Q1 2022, an estimated $12K.
  • Copeland Capital Management first reported a position in Educational Development Corp in Q4 2020 and held it in 5 quarters.
  • Copeland Capital Management's Educational Development Corp position peaked at $23K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Educational Development Corp as of Q1 2022.

Based on Copeland Capital Management's 13F filing for Q1 2022, filed 18 Apr 2022.