Anthony Welters - Net Worth and Insider Trading
Anthony Welters Net Worth
The estimated net worth of Anthony Welters is at least $78 Million dollars as of 2024-04-27. Anthony Welters is the EVP, UnitedHealth Group of UnitedHealth Group Inc and owns about 127,120 shares of UnitedHealth Group Inc (UNH) stock worth over $63 Million. Anthony Welters is the Director of West Pharmaceutical Services Inc and owns about 37,525 shares of West Pharmaceutical Services Inc (WST) stock worth over $14 Million. Anthony Welters is also the Director of The Carlyle Group Inc and owns about 27,669 shares of The Carlyle Group Inc (CG) stock worth over $1 Million. Besides these, Anthony Welters also holds Loews Corp (L) . Details can be seen in Anthony Welters's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Anthony Welters has not made any transactions after 2024-03-01 and currently still holds the listed stock(s).
Transaction Summary of Anthony Welters
Anthony Welters Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Anthony Welters owns 5 companies in total, including Loews Corp (L) , The Carlyle Group Inc (CG) , and West Pharmaceutical Services Inc (WST) among others .
Click here to see the complete history of Anthony Welters’s form 4 insider trades.
Insider Ownership Summary of Anthony Welters
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| L | Loews Corp | 2024-03-01 | director |
| CG | The Carlyle Group Inc | 2015-12-02 | director |
| WST | West Pharmaceutical Services Inc | 2013-08-12 | director |
| UNH | UnitedHealth Group Inc | 2012-04-23 | EVP & Pres Publc & Sr Mkts Grp |
| GILD | Gilead Sciences Inc | 2020-10-17 | director |
Anthony Welters Latest Holdings Summary
Anthony Welters currently owns a total of 4 stocks. Among these stocks, Anthony Welters owns 127,120 shares of UnitedHealth Group Inc (UNH) as of April 23, 2012, with a value of $63 Million and a weighting of 80.33%. Anthony Welters owns 37,525 shares of West Pharmaceutical Services Inc (WST) as of August 12, 2013, with a value of $14 Million and a weighting of 17.25%. Anthony Welters also owns 27,669 shares of The Carlyle Group Inc (CG) as of December 2, 2015, with a value of $1 Million and a weighting of 1.63%. The other 1 stocks Loews Corp (L) have a combined weighting of 0.78% among all his current holdings.
Latest Holdings of Anthony Welters
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UNH | UnitedHealth Group Inc | 2012-04-23 | 127,120 | 495.35 | 62,968,892 |
| WST | West Pharmaceutical Services Inc | 2013-08-12 | 37,525 | 360.43 | 13,525,136 |
| CG | The Carlyle Group Inc | 2015-12-02 | 27,669 | 46.11 | 1,275,818 |
| L | Loews Corp | 2024-03-01 | 8,139 | 75.46 | 614,169 |
Holding Weightings of Anthony Welters
Anthony Welters Form 4 Trading Tracker
According to the SEC Form 4 filings, Anthony Welters has made a total of 0 transactions in UnitedHealth Group Inc (UNH) over the past 5 years. The most-recent trade in UnitedHealth Group Inc is the sale of 90,571 shares on April 23, 2012, which brought Anthony Welters around $5 Million.
According to the SEC Form 4 filings, Anthony Welters has made a total of 0 transactions in West Pharmaceutical Services Inc (WST) over the past 5 years. The most-recent trade in West Pharmaceutical Services Inc is the sale of 38,400 shares on August 12, 2013, which brought Anthony Welters around $2 Million.
According to the SEC Form 4 filings, Anthony Welters has made a total of 0 transactions in The Carlyle Group Inc (CG) over the past 5 years. The most-recent trade in The Carlyle Group Inc is the acquisition of 25,000 shares on December 2, 2015, which cost Anthony Welters around $444,250.
More details on Anthony Welters's insider transactions can be found in the Insider Trading History of Anthony Welters table.Insider Trading History of Anthony Welters
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Anthony Welters Trading Performance
GuruFocus tracks the stock performance after each of Anthony Welters's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Anthony Welters is -5.1%. GuruFocus also compares Anthony Welters's trading performance to market benchmark return within the same time period. The performance of stocks bought by Anthony Welters within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Anthony Welters's insider trading performs compared to the benchmark.
Performance of Anthony Welters
Average Return
2.3%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -5.26 | -5.1 | -0.79 | 2.3 | 10.92 | 4.69 |
| Relative Return to S&P 500(%) | -3.55 | -0.62 | -2.03 | -3.1 | -1.8 | -5.23 |
Anthony Welters Ownership Network
Ownership Network List of Anthony Welters
Ownership Network Relation of Anthony Welters
Anthony Welters Owned Company Details
What does Loews Corp do?
Who are the key executives at Loews Corp?
Anthony Welters is the director of Loews Corp. Other key executives at Loews Corp include Senior Vice President Kenneth I Siegel , SVP & Chief Investment Officer Richard Waldo Scott , and director & Co-Ch. of Bd/Off. of the Pres. Jonathan M Tisch .
Loews Corp (L) Insider Trades Summary
Over the past 18 months, Anthony Welters made 2 insider transaction in Loews Corp (L) with a net sale of 1,666. Other recent insider transactions involving Loews Corp (L) include a net sale of 3,399 shares made by Charles M Diker , a net sale of 3,399 shares made by Paul J Fribourg , and a net sale of 1,701 shares made by Joseph L Bower .
In summary, during the past 3 months, insiders sold 275,889 shares of Loews Corp (L) in total and bought 0 shares, with a net sale of 275,889 shares. During the past 18 months, 570,937 shares of Loews Corp (L) were sold and 345,870 shares were bought by its insiders, resulting in a net sale of 225,067 shares.
Loews Corp (L)'s detailed insider trading history can be found in Insider Trading Tracker table.
Loews Corp Insider Transactions
Anthony Welters Mailing Address
Above is the net worth, insider trading, and ownership report for Anthony Welters. Currently GuruFocus does not have mailing address information for Anthony Welters.
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