Copeland Capital Management Discloses 5.0% Stake in Stevanato Group

TL;DR

**Copeland Capital Management just revealed a 5% stake in Stevanato Group, signaling institutional confidence.**

AI Summary

Copeland Capital Management, LLC, a Delaware-based investment firm, reported a significant stake in Stevanato Group S.p.A. (NYSE: STVN) as of December 31, 2023. They beneficially own 2,088,788 shares of Common Stock, representing 5.0% of the company. This filing indicates Copeland Capital Management's belief in Stevanato Group's future, which could signal confidence to current and prospective investors.

Why It Matters

This filing shows a notable institutional investor, Copeland Capital Management, has taken a significant position in Stevanato Group, which can be seen as a vote of confidence in the company's prospects.

Risk Assessment

Risk Level: low — This filing indicates an institutional investment, which is generally a positive sign and does not inherently introduce significant risk.

Analyst Insight

A smart investor would view this as a positive signal, suggesting that a professional money manager sees value in Stevanato Group. It might prompt further research into Stevanato Group's fundamentals and Copeland Capital Management's investment thesis.

Key Numbers

• 2,088,788 — Aggregate Shares Beneficially Owned (Represents the total number of Stevanato Group shares Copeland Capital Management controls.)
• 5.0% — Percentage of Class (Indicates the significant portion of Stevanato Group's common stock now held by Copeland Capital Management.)
• 1,604,238 — Sole Voting Power Shares (The number of shares for which Copeland Capital Management has exclusive voting rights.)
• 127,780 — Shared Voting Power Shares (The number of shares for which Copeland Capital Management shares voting rights with others.)

Key Players & Entities

• Copeland Capital Management, LLC (company) — the reporting person and institutional investor
• Stevanato Group S.p.A. (company) — the subject company whose shares were acquired
• 2,088,788 (dollar_amount) — aggregate shares beneficially owned by Copeland Capital Management
• 5.0% (dollar_amount) — percentage of Stevanato Group's common stock owned by Copeland Capital Management
• December 31, 2023 (person) — the date of the event requiring the filing
• Delaware (person) — place of organization for Copeland Capital Management, LLC

Forward-Looking Statements

• Other institutional investors may review Stevanato Group S.p.A. more closely. (Stevanato Group S.p.A.) — medium confidence, target: Q1 2024
• Stevanato Group S.p.A.'s stock price could see a minor positive reaction due to increased institutional ownership. (Stevanato Group S.p.A.) — low confidence, target: February 2024

FAQ

Filing Documents

• stevanato_sc13g.htm (SC 13G) — 68KB
• sc001_v1.jpg (GRAPHIC) — 4KB
• 0001580642-24-000333.txt ( ) — 75KB

From the Filing

SC 13G 1 stevanato_sc13g.htm SC 13G UNITED SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ______)* STEVANATO GROUP SPA (Name of Issuer) Common Stock (Title of Class of Securities) T9224W109 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: x Rule 13d-1(b) o Rule 13d-1(c) o Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes ). SCHEDULE 13G CUSIP No. T9224W109 1 Names of Reporting Persons Copeland Capital Management, LLC 2 Check the appropriate box if a member of a Group (see instructions) (a) o (b) o 3 Sec Use Only 4 Citizenship or Place of Organization Number of Shares Beneficially Owned by Each Reporting Person With: 5 Sole Voting Power 1,604,238 6 Shared Voting Power 127,780 7 Sole Dispositive Power 8 Shared Dispositive Power 2,088,788 9 Aggregate Amount Beneficially Owned by Each Reporting Person 2,088,788 10 Check box if the aggregate amount in row (9) excludes certain shares (See Instructions) o 11 Percent of class represented by amount in row (9) 6.1% 12 Type of Reporting Person (See Instructions) IA Page 2 of 5 Item 1. (a) Name of Issuer: STEVANATO GROUP SPA (b) Address of Issuers Principal Executive Offices: Via Molinella, 17-35017 Piombino Dese - Padua - Italy Item 2. (a) Name of Person Filing: Sofia A. Rosala (b) Address of Principal Business Office or, if None, Residence: 161 Washington St, Suite 1325, Conshohocken, PA 19428 (c) Citizenship: U.S.A (d) Title and Class of Securities: Common Stock (e) CUSIP No.: T9224W109 Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) o Broker or dealer registered under Section 15 of the Act; (b) o Bank as defined in Section 3(a)(6) of the Act; (c) o Insurance company as defined in Section 3(a)(19) of the Act; (d) o Investment company registered under Section 8 of the Investment Company Act of 1940; (e) x An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E); (f) o An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F); (g) o A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G); (h) o A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) o A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940; (j) o A non-U.S. institution in accordance with Rule 240.13d-1(b)(1)(ii)(J); (k) o Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Rule 240.13d-1(b)(1)(ii)(J), please specify the type of institution: Page 3 of 5 Item 4. (a) Amount Beneficially Owned: 2,088,788 (b) Percent of Class: 6.1% (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: 1,604,238 (ii) Shared power to vote or to direct the vote: (iii) Sole power to dispose or to direct the disposition of: 2,088,788 (iv) Shared power to dispose or to direct the disposition of: Item 5. of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial Item 6. of more than Five Percent on Behalf of Another Person. Item 7. Identification and classification of the subsidiary which acquired the security being reported on by the parent holding company or control person. Item 8. Identification and classification of members of the group. Item 9. Notice of Dissolution of Group. Item 10. Certifications. Page 4 of 5 SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: January 19, 2024 /s/ Signature Name/Title Sofia A. Rosala General Counsel and CCO The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of

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