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Copeland Capital Management’s Tiptree Inc TIPT Stock Holding History

Copeland Capital Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,678
Closed -$51.3K – 307
2025
Q3 		$51.3K Sell
2,678
-26
-1% -$579 ﹤0.01% 212
2025
Q2 		$63.8K Buy
2,704
+380
+16% +$8.48K ﹤0.01% 185
2025
Q1 		$56K Sell
2,324
-584
-20% -$12.4K ﹤0.01% 178
2024
Q4 		$60.7K Buy
2,908
+44
+2% +$921 ﹤0.01% 177
2024
Q3 		$56K Buy
+2,864
New +$53.2K ﹤0.01% 175
2024
Q2 		– Sell
-1,938
Closed -$33.5K – 242
2024
Q1 		$33.5K Buy
+1,938
New +$34.8K ﹤0.01% 175

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