CCM
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Copeland Capital Management’s TransUnion TRU Stock Holding History

Copeland Capital Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.7M Sell
357,685
-9,708
-3% -$743K 0.55% 71
2025
Q4 		$31.5M Buy
367,393
+90,390
+33% +$7.43M 0.7% 53
2025
Q3 		$23.2M Sell
277,003
-12,346
-4% -$1.12M 0.48% 86
2025
Q2 		$25.5M Sell
289,349
-31,490
-10% -$2.63M 0.52% 80
2025
Q1 		$26.6M Sell
320,839
-5,427
-2% -$496K 0.53% 76
2024
Q4 		$30.2M Sell
326,266
-5,089
-2% -$515K 0.56% 75
2024
Q3 		$34.7M Sell
331,355
-61,761
-16% -$5.57M 0.6% 71
2024
Q2 		$29.2M Buy
393,116
+53,984
+16% +$4.03M 0.55% 78
2024
Q1 		$27.1M Buy
339,132
+5,424
+2% +$397K 0.49% 77
2023
Q4 		$22.9M Sell
333,708
-17,705
-5% -$1.08M 0.46% 79
2023
Q3 		$25.2M Buy
351,413
+1,471
+0.4% +$115K 0.54% 72
2023
Q2 		$27.4M Buy
+349,942
New +$24.2M 0.57% 70

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