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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
PFEPfizer Inc
Recent Activity
Increased 31.36%
0.42%
$37.963M
1.431M shares@ $26.53 avg price
NKENike Inc
Recent Activity
Increased 25.56%
0.27%
$24.196M
319,762 shares@ $75.68 avg price
GGGGraco Inc
Recent Activity
New Position
0.26%
$23.446M
278,161 shares@ $84.29 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.08%
0.23%
$20.053M
105,298 shares@ $190.45 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 115.64%
0.15%
$13.406M
222,317 shares@ $60.31 avg price
ARMKAramark
Recent Activity
Increased 15.92%
0.11%
$9.677M
259,364 shares@ $37.31 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
EVREvercore Inc
Recent Activity
0.08%
$6.93M
25,000 shares@ $277.19 avg price