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 Q3 2019 included $884,487,000 in managed 13F securities and a top 10 holdings concentration of 54.63%. 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 554,485. Whalewisdom has at least 13 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $884.487 Million
  • Prior Market Value $831.68 Million
  • New Purchases6 stocks
  • Additional Purchases9 stocks
  • Sold out of1 stock
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 54.63 %
  • Turnover % [1]:20.00%
  • Turnover Alt % [2]: 9.06 %
  • Time Held Top20:4.65 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:4.86 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

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Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 3.59%
Performance Last 4 Quarters: 17.69%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

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