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Richard Jocelyn

@Sarasin & Partners Llp

Latest period2024 - Q4ReportedManaged Assets$9.064BTotal holdings62
Assets growth rate-14.48%Assets growth rate (2-Q avg)-10.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sarasin & Partners Llp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Sarasin & Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 9.064B in assets, with a quarterly growth rate of -14.48% and a 2-quarter average growth rate of -10.29%. The portfolio is managed by Richard Jocelyn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRKMerck & Co Inc
Recent Activity
Decreased -52.84%
0.98%
$88.388M
888,501 shares@ $99.49 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.08%
0.23%
$20.053M
105,298 shares@ $190.45 avg price
EQNREquinor Asa
Recent Activity
Decreased -25.92%
0.11%
$9.609M
405,627 shares@ $23.7 avg price
DOCHealthpeak Properties Inc
Recent Activity
Decreased -2.86%
0.1%
$8.975M
442,757 shares@ $20.28 avg price
EQREquity Residential
Recent Activity
Decreased -1.11%
0.08%
$6.97M
97,124 shares@ $71.76 avg price
AVBAvalonbay Cmntys Inc
Recent Activity
Decreased -6.74%
0.07%
$5.834M
26,521 shares@ $219.98 avg price
ESSEssex Ppty Tr Inc
Recent Activity
Decreased -6.16%
0.05%
$4.363M
15,285 shares@ $285.45 avg price
AREAlexandria Real Estate Eq In
Recent Activity
Decreased -5.62%
0.05%
$4.166M
42,711 shares@ $97.55 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -22.77%
0.04%
$3.415M
12,244 shares@ $278.94 avg price
KRCKilroy Rlty Corp
Recent Activity
Decreased -11.17%
0.03%
$2.504M
61,900 shares@ $40.45 avg price