Copeland Capital Management’s SandRidge Energy SD Stock Holding History

Copeland Capital Management’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.9K	Sell	3,787 -123	-3%	-$1.83K	﹤0.01%	221
2026 Q1	$63.8K	Buy	3,910 +290	+8%	+$4.7K	﹤0.01%	213
2025 Q4	$52.2K	Hold	3,620	–	–	﹤0.01%	217
2025 Q3	$40.8K	Sell	3,620 -34	-0.9%	-$375	﹤0.01%	219
2025 Q2	$39.5K	Buy	3,654 +514	+16%	+$5.24K	﹤0.01%	208
2025 Q1	$35.9K	Buy	3,140 +167	+6%	+$1.98K	﹤0.01%	209
2024 Q4	$34.8K	Buy	2,973 +45	+2%	+$520	﹤0.01%	210
2024 Q3	$35.8K	Buy	+2,928	New	+$37.4K	﹤0.01%	207
2024 Q2	–	Sell	-1,981	Closed	-$28.9K	–	231
2024 Q1	$28.9K	Buy	1,981 +20	+1%	+$270	﹤0.01%	192
2023 Q4	$26.8K	Buy	+1,961	New	+$29K	﹤0.01%	193

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Copeland Capital Management's SD Position: Q2 2026 in Review

Copeland Capital Management reduced its SandRidge Energy (SD) stake by 3.1% in Q2 2026, selling an estimated $1.83K and leaving 3,787 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Copeland Capital Management first reported a position in SD in Q4 2023 and has held it in 10 quarters since. The position peaked at $63.8K in Q1 2026. 167 funds tracked by Wall St. Rank hold SD as of Q2 2026.

Copeland Capital Management held 3,787 shares of SandRidge Energy worth $51.9K as of Q2 2026.
Copeland Capital Management sold 123 SandRidge Energy shares in Q2 2026, an estimated $1.83K.
SandRidge Energy made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #221 holding.
Copeland Capital Management first reported a position in SandRidge Energy in Q4 2023 and has held it in 10 quarters since.
Copeland Capital Management's SandRidge Energy position peaked at $63.8K in Q1 2026.
167 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.