UNITED SUPER PTY LTD IN ITS CAPACITY AS TRUSTEE FOR THE CONSTRUCTION & BUILDING UNIONS SUPERANNUATION FUND

MELBOURNE, C3 Trust How do I update this listing?

United Super PTY LTD IN ITS Capacity AS Trustee FOR The Construction & Building Unions Superannuation Fund is based out of Melbourne. Their last reported 13F filing for Q1 2020 included $868,557,000 in managed 13F securities and a top 10 holdings concentration of 58.2%. United Super PTY LTD IN ITS Capacity AS Trustee FOR The Construction & Building Unions Superannuation Fund's largest holding is Microsoft Corp. with shares held of 575,457. Whalewisdom has at least 15 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $868.557 Million
  • Prior Market Value $975.11 Million
  • New Purchases3 stocks
  • Additional Purchases14 stocks
  • Sold out of3 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 58.20 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 10.45 %
  • Time Held Top20:5.70 quarters
  • Time Held Top10:5.40 quarters
  • Time Held All:6.06 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for UNITED SUPER PTY LTD IN ITS CAPACITY AS TRUSTEE FOR THE CONSTRUCTION & BUILDING UNIONS SUPERANNUATION FUND

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -7.53%
Performance Last 4 Quarters: 7.7%
Performance Metrics
Stats are not available for the latest quarter

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