Copeland Capital Management’s GCM Grosvenor GCMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,160
| Closed | -$63.3K | – | 297 |
|
|
2024
Q4 | $63.3K | Buy |
5,160
+78
| +2% | +$957 | ﹤0.01% | 172 |
|
|
2024
Q3 | $57.5K | Buy |
+5,082
| New | +$57.5K | ﹤0.01% | 171 |
|
|
2024
Q2 | – | Sell |
-3,438
| Closed | -$33.2K | – | 184 |
|
|
2024
Q1 | $33.2K | Buy |
3,438
+42
| +1% | +$406 | ﹤0.01% | 177 |
|
|
2023
Q4 | $30.4K | Sell |
3,396
-837
| -20% | -$7.5K | ﹤0.01% | 178 |
|
|
2023
Q3 | $32.8K | Buy |
4,233
+19
| +0.5% | +$147 | ﹤0.01% | 158 |
|
|
2023
Q2 | $31.8K | Buy |
+4,214
| New | +$31.8K | ﹤0.01% | 169 |
|