Copeland Capital Management, LLC 

PA

  SEC # 1541743

        

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Relationships

        

7  Owner Relationships  (where the Issuers of the  Copeland Capital Management, LLC-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
		1/22/24		SC 13G		MA	Cra International, Inc.
1/26/22		1/22/24		SC 13G		MA	Lemaitre Vascular Inc.
		1/22/24		SC 13G		IN	Shoe Carnival Inc.
1/13/23		1/22/24		SC 13G			Stevanato Group S.p.A.
		1/13/23		SC 13G		NH	Standex International Corp./DE
		1/26/22		SC 13G		GA	Aaron's Co., Inc. [ formerly Aaron's SpinCo, Inc. ]
		1/26/22		SC 13G			Audiocodes Ltd.

        

and there are...  Recent Holdings Reports for this and 5 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
2/13/24			12/31/23				511		$577,612		NJ	Personal Cfo Solutions, LLC
							143		$188,730		PA	Copeland Capital Management, LLC
											and 67 Other Managers
2/9/24			12/31/23				7,468		$4,086,955		GA	Advisory Services Network, LLC
							59		$877		PA	Copeland Capital Management, LLC
											and 36 Other Managers
2/5/24			12/31/23				14,778		$56,035,021			Russell Investments Group, Ltd.
							68		$52,335		PA	Copeland Capital Management, LLC
											and 44 Other Managers
1/19/24			12/31/23				454		$4,989,005		PA	Copeland Capital Management, LLC
							85		$435,583		NY	Morgan Stanley
							100		$618,416		PA	SEI Investments Co.
10/23/23			9/30/23				468		$4,651		PA	Copeland Capital Management, LLC
											and 2 Other Managers
7/14/23			6/30/23				490		$4,845		PA	Copeland Capital Management, LLC
											and 2 Other Managers
4/14/23			3/31/23				460		$4,250		PA	Copeland Capital Management, LLC
											and 2 Other Managers
1/13/23			12/31/22				464		$3,791		PA	Copeland Capital Management, LLC
											and 2 Other Managers
10/12/22			9/30/22				383		$3,030		PA	Copeland Capital Management, LLC
											and 1 Other Manager
7/15/22			6/30/22				382		$3,154		PA	Copeland Capital Management, LLC
											and 1 Other Manager
4/18/22			3/31/22				376		$3,629		PA	Copeland Capital Management, LLC
											and 1 Other Manager

        

No  Issuer Relationships  (where the Owners of the  Copeland Capital Management, LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

2  Filing Agents and/or Registrants have submitted Filings for  Copeland Capital Management, LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
4/19/24		13F-HR		NY	Blu Giant, LLC/FA — 1580642		60
11/12/14		13F-HR		NY	Gemini Fund Services, LLC. — 910472		12
Total:							72
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.