$11.6 Billion is the total value of Perpetual Ltd's 734 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Perpetual Investment Management Limited #1
- J O HAMBRO CAPITAL MANAGEMENT LTD #2
- Pendal Group Ltd #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INCORPORATED | 34 | Q3 2023 | 3.7% |
| Comcast Corporation Class A | 34 | Q3 2023 | 1.5% |
| WELLS FARGO CO NEW | 33 | Q3 2023 | 10.7% |
| Oracle Corporation | 33 | Q3 2023 | 4.9% |
| VERIZON COMMUNICATIONS INC | 33 | Q3 2023 | 3.5% |
| Microsoft Corporation | 33 | Q3 2023 | 6.8% |
| MERCK & CO INC NEW | 33 | Q3 2023 | 4.9% |
| PROLOGIS INC. | 33 | Q3 2023 | 2.8% |
| JP MORGAN CHASE & XO | 33 | Q3 2023 | 4.0% |
| Exxon Mobil Corporation | 33 | Q3 2023 | 1.8% |
View Perpetual Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| NEWS CORP | January 13, 2020 | 2,819,365 | 1.4% |
| Zhaopin LtdSold out | February 01, 2018 | 0 | 0.0% |
View Perpetual Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-16 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-15 |
| SC 13G | 2024-01-16 |
| SC 13G | 2024-01-16 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-08 |
| 13F-NT | 2023-02-14 |
| 13F-NT | 2022-11-10 |
View Perpetual Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.