Copeland Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 17 July, 2023
Copeland Capital Management, LLC recently released its Q1 2023 and Q2 2023 13F Holdings Comparison report, highlighting the changes in holdings for various funds. The report provides valuable insights into the shifting landscape of investments, showcasing both the gains and losses experienced during this time period.
Inter Parfums Inc (IPAR) saw a slight decrease in holdings, with a change of -2.3%. Despite this decrease, Copeland Capital Management maintained a strong position in the company, with over 700,000 shares in Q1 2023 and just over 730,000 shares in Q2 2023.
Ensign Group (ENSG) experienced a positive growth rate in holdings, with a change of 3.3%. This healthcare provider witnessed an increase from approximately 1,000,000 shares in Q1 2023 to over 1,030,000 shares in Q2 2023.
U.S. Physical Therapy Inc (USPH) showed a significant increase in holdings, with a change of 29%. Copeland Capital Management's investment in this company grew from around 693,000 shares in Q1 2023 to over 721,000 shares in Q2 2023. This substantial increase reflects the confidence Copeland Capital Management has in U.S. Physical Therapy Inc's potential for growth.
Northern Oil and Gas Inc (NOG) also experienced a noteworthy increase in holdings, with a change of 17.5%. Copeland Capital Management's investment in the company grew from approximately 2,434,000 shares in Q1 2023 to over 2,529,000 shares in Q2 2023.
Encompass Health (EHC) saw an impressive growth rate in holdings, with a change of 29.7%. Copeland Capital Management's investment in this healthcare services provider increased from around 1,226,000 shares in Q1 2023 to over 1,271,000 shares in Q2 2023.
Chord Energy Corp (CHRD) witnessed a modest increase in holdings, with a change of 18.6%. Copeland Capital Management maintained its position in this energy company, with over 520,000 shares in Q1 2023 and more than 540,000 shares in Q2 2023.
LeMaitre Vascular Inc (LMAT) experienced a slight decrease in holdings, with a change of 17.4%. Despite this decrease, Copeland Capital Management remains invested in the company, with over 1,200,000 shares in Q2 2023.
Casey's General Stores Inc (CASY) saw a notable increase in holdings, with a change of 16.5%. Copeland Capital Management's investment in this convenience store chain grew from approximately 326,000 shares in Q1 2023 to over 337,000 shares in Q2 2023.
These are just a few examples of the changes in holdings highlighted in Copeland Capital Management, LLC's Q1 2023 and Q2 2023 13F Holdings Comparison report. The report provides a comprehensive overview of the changing investment landscape and demonstrates Copeland Capital Management's strategic approach to fund management.
As with any investment, it's important to conduct thorough research and consider your investment goals and risk tolerance before making any decisions. While this report provides valuable insights, individual investors should consult with a financial advisor to ensure that their investment portfolio aligns with their specific needs and objectives.
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