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Copeland Capital Management’s Simulations Plus SLP Stock Holding History

Copeland Capital Management’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-483
Closed -$17K – 311
2019
Q3 		$17K Sell
483
-454
-48% -$16K ﹤0.01% 178
2019
Q2 		$27K Hold
937
– – ﹤0.01% 161
2019
Q1 		$20K Buy
937
+45
+5% +$901 ﹤0.01% 161
2018
Q4 		$18K Buy
+892
New +$17.6K ﹤0.01% 162

Other funds holding SLP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Copeland Capital Management's SLP Position: Q4 2019 in Review

Copeland Capital Management sold out of Simulations Plus (SLP) in Q4 2019, closing a stake of 483 shares — an estimated $17K sold.

Copeland Capital Management first reported a position in SLP in Q4 2018 and held it in 4 quarters. The position peaked at $27K in Q2 2019. 125 funds tracked by Wall St. Rank hold SLP as of Q4 2019.

  • Copeland Capital Management reported no remaining Simulations Plus position as of Q4 2019 after selling out during the quarter.
  • Copeland Capital Management sold 483 Simulations Plus shares in Q4 2019, an estimated $17K.
  • Copeland Capital Management first reported a position in Simulations Plus in Q4 2018 and held it in 4 quarters.
  • Copeland Capital Management's Simulations Plus position peaked at $27K in Q2 2019.
  • 125 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2019.

Based on Copeland Capital Management's 13F filing for Q4 2019, filed 3 Feb 2020.