PSHZF:OTC-Pershing Square Holdings Ltd (USD)

COMMON STOCK | |

Last Closing

USD 47.88

Change

+0.19 (+0.41)%

Market Cap

USD 10.12B

Volume

7.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Pershing Square Holdings, Ltd. is a closed-ended balanced fund launched and managed by Pershing Square Capital Management, L.P. It invests in public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies. For its fixed income portion, the fund primarily invests in convertible securities and debt securities. It also invests through derivatives. The fund employs long/short strategy to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index and HFRX Global Hedge Fund Index. Pershing Square Holdings, Ltd. was formed on February 2, 2012 and is domiciled in Guernsey.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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ETFs Containing PSHZF

N/A

Market Performance

  Market Performance vs. Industry/Classification () Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.53% N/A N/A 55% F
Dividend Return 0.94% N/A N/A 13% F
Total Return 3.46% N/A N/A 54% F
Trailing 12 Months  
Capital Gain 29.93% N/A N/A 78% C+
Dividend Return 1.54% N/A N/A 22% F
Total Return 31.47% N/A N/A 77% C+
Trailing 5 Years  
Capital Gain 144.29% N/A N/A 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 144.29% N/A N/A 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 26.23% N/A N/A 68% D+
Dividend Return 27.12% N/A N/A 67% D+
Total Return 0.89% N/A N/A 21% F
Risk Return Profile  
Volatility (Standard Deviation) 32.59% N/A N/A 69% C-
Risk Adjusted Return 83.22% N/A N/A 97% N/A
Market Capitalization 10.12B N/A N/A 91% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:

There is nothing we particularly dislike