Boaz Weinstein - Net Worth and Insider Trading

Boaz Weinstein Net Worth

The estimated net worth of Boaz Weinstein is at least $27 Million dollars as of 2024-05-04. Boaz Weinstein is the 10% Owner of EV Floating-Rate Income Plus Fund and owns about 1,677,189 shares of EV Floating-Rate Income Plus Fund (EFF) stock worth over $27 Million. Details can be seen in Boaz Weinstein's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Boaz Weinstein has not made any transactions after 2019-10-23 and currently still holds the listed stock(s).

Transaction Summary of Boaz Weinstein

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Boaz Weinstein Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Boaz Weinstein owns 89 companies in total, including Miller/Howard High Income Equity Fund (HIE) , Eaton Vance Floating-rate Income Trust (EFT) , and Invesco Dynamic Credit Opportunities Fund (VTA) among others .

Click here to see the complete history of Boaz Weinstein’s form 4 insider trades.

Insider Ownership Summary of Boaz Weinstein

Ticker Comapny Transaction Date Type of Owner
HIE Miller/Howard High Income Equity Fund 2023-08-16 10 percent owner
EFT Eaton Vance Floating-rate Income Trust 2020-10-08 10 percent owner
VTA Invesco Dynamic Credit Opportunities Fund 2020-03-17 10 percent owner
2020-09-08 10 percent owner
2020-09-03 10 percent owner
2020-09-04 10 percent owner
2017-11-21 10 percent owner
2020-05-06 10 percent owner
2019-10-21 10 percent owner
2019-01-18 10 percent owner
2020-04-23 10 percent owner
2020-05-11 10 percent owner
2018-12-28 10 percent owner
2019-09-25 10 percent owner
2020-03-31 10 percent owner
2019-01-07 10 percent owner
2018-12-24 10 percent owner
2019-12-19 10 percent owner
2019-03-28 10 percent owner
2018-12-13 10 percent owner
2019-01-16 10 percent owner
2019-01-03 10 percent owner
2018-01-03 10 percent owner
2018-06-26 10 percent owner
2016-01-15 10 percent owner
2017-09-26 10 percent owner
2015-08-03 10 percent owner
2016-08-01 10 percent owner
2016-03-11 10 percent owner
2016-10-24 10 percent owner
2016-02-12 10 percent owner
2017-03-10 10 percent owner
2016-12-22 10 percent owner
2016-12-14 10 percent owner
2016-01-20 10 percent owner
2016-01-12 10 percent owner
2014-05-29 10 percent owner
2023-08-16 10 percent owner
2022-02-25 10 percent owner
2021-09-13 10 percent owner
2020-12-10 10 percent owner
2020-12-04 10 percent owner
2021-11-01 10 percent owner
2021-10-28 10 percent owner
2022-05-05 10 percent owner
2022-05-24 10 percent owner
2022-05-24 10 percent owner
2022-05-20 10 percent owner
2022-06-10 10 percent owner
2022-07-28 10 percent owner
2021-08-04 10 percent owner
2022-08-10 10 percent owner
2022-10-05 10 percent owner
2022-09-23 10 percent owner
2022-11-28 10 percent owner
2022-12-09 10 percent owner
2023-02-08 10 percent owner
2023-03-02 10 percent owner
2022-12-23 10 percent owner
2023-02-10 10 percent owner
2022-05-05 10 percent owner
2023-04-05 10 percent owner
2023-04-13 10 percent owner
2023-04-21 10 percent owner
2023-06-06 10 percent owner
2023-05-11 10 percent owner
2023-06-13 10 percent owner
2023-08-02 10 percent owner
2023-07-21 10 percent owner
2023-08-01 10 percent owner
2023-07-24 10 percent owner
2023-08-21 10 percent owner
2023-08-16 10 percent owner
2023-10-03 10 percent owner
2023-09-27 10 percent owner
2023-09-26 10 percent owner
2023-09-25 10 percent owner
2023-10-30 10 percent owner
2023-11-06 10 percent owner
2023-10-17 10 percent owner
2023-11-03 10 percent owner
2023-11-03 10 percent owner
2023-10-11 10 percent owner
2023-10-12 10 percent owner
2023-10-11 10 percent owner
2023-11-06 10 percent owner
2023-10-23 10 percent owner
2023-10-16 10 percent owner
2023-09-25 10 percent owner

Boaz Weinstein Latest Holdings Summary

Boaz Weinstein currently owns a total of 1 stock. Boaz Weinstein owns 1,677,189 shares of EV Floating-Rate Income Plus Fund (EFF) as of October 23, 2019, with a value of $27 Million.

Latest Holdings of Boaz Weinstein

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EFF EV Floating-Rate Income Plus Fund 2019-10-23 1,677,189 16.33 27,388,496

Holding Weightings of Boaz Weinstein


Boaz Weinstein Form 4 Trading Tracker

According to the SEC Form 4 filings, Boaz Weinstein has made a total of 1 transactions in EV Floating-Rate Income Plus Fund (EFF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in EV Floating-Rate Income Plus Fund is the acquisition of 114,614 shares on October 23, 2019, which cost Boaz Weinstein around $2 Million.

Insider Trading History of Boaz Weinstein

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Boaz Weinstein Trading Performance

GuruFocus tracks the stock performance after each of Boaz Weinstein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Boaz Weinstein is 2.24%. GuruFocus also compares Boaz Weinstein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Boaz Weinstein within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Boaz Weinstein's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Boaz Weinstein

Average Return

Average return per transaction

Outperforming Transactions

0 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.32
Relative Return to S&P 500(%) -3.84

Boaz Weinstein Ownership Network

Ownership Network List of Boaz Weinstein

No Data

Ownership Network Relation of Boaz Weinstein


Boaz Weinstein Owned Company Details

What does Miller/Howard High Income Equity Fund do?

Who are the key executives at Miller/Howard High Income Equity Fund?

Boaz Weinstein is the 10 percent owner of Miller/Howard High Income Equity Fund. Other key executives at Miller/Howard High Income Equity Fund include 10 percent owner Saba Capital Management, L.p. , Secretary Eva M Horowitz , and director & President Catherine Mari Johnston .

Miller/Howard High Income Equity Fund (HIE) Insider Trades Summary

Over the past 18 months, Boaz Weinstein made no insider transaction in Miller/Howard High Income Equity Fund (HIE). Other recent insider transactions involving Miller/Howard High Income Equity Fund (HIE) include a net sale of 732,072 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 4,076 shares of Miller/Howard High Income Equity Fund (HIE) in total and bought 0 shares, with a net sale of 4,076 shares. During the past 18 months, 732,072 shares of Miller/Howard High Income Equity Fund (HIE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 732,072 shares.

Miller/Howard High Income Equity Fund (HIE)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Miller/Howard High Income Equity Fund Insider Transactions

No Available Data

Boaz Weinstein Mailing Address

Above is the net worth, insider trading, and ownership report for Boaz Weinstein. You might contact Boaz Weinstein via mailing address: 405 Lexington Avenue, 58th Floor, New York Ny 10174.

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