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Copeland Capital Management’s GCM Grosvenor GCMG Stock Holding History

Copeland Capital Management’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,160
Closed -$63.3K – 297
2024
Q4 		$63.3K Buy
5,160
+78
+2% +$927 ﹤0.01% 172
2024
Q3 		$57.5K Buy
+5,082
New +$54.6K ﹤0.01% 171
2024
Q2 		– Sell
-3,438
Closed -$33.2K – 184
2024
Q1 		$33.2K Buy
3,438
+42
+1% +$365 ﹤0.01% 177
2023
Q4 		$30.4K Sell
3,396
-837
-20% -$6.97K ﹤0.01% 178
2023
Q3 		$32.8K Buy
4,233
+19
+0.5% +$148 ﹤0.01% 158
2023
Q2 		$31.8K Buy
+4,214
New +$31.4K ﹤0.01% 169

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Copeland Capital Management's GCMG Position: Q1 2025 in Review

Copeland Capital Management sold out of GCM Grosvenor (GCMG) in Q1 2025, closing a stake of 5,160 shares — an estimated $63.3K sold.

Copeland Capital Management first reported a position in GCMG in Q2 2023 and held it in 6 quarters. The position peaked at $63.3K in Q4 2024. 157 funds tracked by Wall St. Rank hold GCMG as of Q1 2025.

  • Copeland Capital Management reported no remaining GCM Grosvenor position as of Q1 2025 after selling out during the quarter.
  • Copeland Capital Management sold 5,160 GCM Grosvenor shares in Q1 2025, an estimated $63.3K.
  • Copeland Capital Management first reported a position in GCM Grosvenor in Q2 2023 and held it in 6 quarters.
  • Copeland Capital Management's GCM Grosvenor position peaked at $63.3K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.