Latest disclosure30 Jun 2023
Back to Shareholders

Julia Hoare

individual🇳🇿NZDirector (5 current, 3 total)
Companies
2
Portfolio holdings
Total Shares
6K
Across all holdings
Avg Voting Rights
0.01%
Per company average
Sectors
2
Diversified across

Sector Exposure

Consumer StaplesIndustrials

Substantial holding history

Periods this holder was at or above 5%, from its NZX substantial holder disclosures.

Profit and loss figures are withheld while the calculation is rebuilt. Our recorded P&L for substantial holders did not survive a recompute: some of the largest “trades” are strategic or index holdings rather than trades, and some were priced on the wrong exchange. Until it is fixed, this page shows holdings and disclosure dates only, with no P&L, returns, win rates or rankings by performance.
CompanySharesFirst disclosedLast disclosedHolding
Comvita Limited CVT6,000Mar 2023Mar 20230 days

Historical Holdings (2)

Exited

No disclosure in the past 12 months - likely divested or reduced below reporting threshold

CompanyShares HeldVoting RightsRelationshipHolding Period
The a2 Milk Company Limited
ATMConsumer Staples
0
N/A
Director
30 Jun 2023
Comvita Limited
CVTIndustrials
6,000
0.03%
Director
16 Mar 2023

Frequently Asked Questions

Who is Julia Hoare?

Julia Hoare is a substantial shareholder based in NZ with significant shareholdings in NZX-listed companies. They currently hold substantial stakes in 2 NZX-listed companies, with total voting rights of 0.03% across their portfolio.

What sectors does Julia Hoare invest in?

Julia Hoare has diversified holdings across 2 sectors on the NZX, including Consumer Staples, Industrials. Their portfolio demonstrates a focused investment approach across the New Zealand stock market.

How many NZX companies does Julia Hoare invest in?

Julia Hoare currently holds substantial shareholdings (5% or more voting rights) in 2 companies listed on the New Zealand Stock Exchange. This represents a selective presence in the New Zealand equity market.

What is Julia Hoare's total voting influence on the NZX?

Across their 2 substantial shareholdings, Julia Hoare controls approximately 0.03% in combined voting rights. Substantial shareholders with 5% or more voting rights have significant influence over company decisions, including board appointments, executive compensation, and strategic direction.

Is Julia Hoare a foreign investor?

Julia Hoare is a foreign investor based in NZ. Foreign investors play a significant role in the NZX, bringing international capital and expertise to New Zealand companies. All substantial shareholders, regardless of domicile, must comply with NZX disclosure requirements.

Where can I find more information about Julia Hoare's NZX holdings?

NZXplorer provides comprehensive data on Julia Hoare's shareholdings, including current positions, voting rights percentages, disclosure dates, and historical changes. You can view detailed breakdowns of their holdings by company, sector analysis, and timeline of their investment activity. All data is sourced from official NZX substantial shareholder disclosures.