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Holding Period. Share. What is a 'Holding Period'. A holding period is the real or expected period of time during which an investment is attributable to a particular investor. In a long position, the holding period refers to the time between an asset's purchase and its sale.
In summary, section 9 of the Act defines a âsubstantial holdingâ in shares as being a. ârelevant interestâ of 5% or more (of the voting power of those shares) under the. control of a shareholder and/or his associates. âRelevant interestâ is defined in section 608 as, in summary, âholding or controlling. voting or disposal of securities â¦â¦ no matter how r emote the relevant interest is or. how it arisesâ.