Elliot Jr Stein - Net Worth and Insider Trading
Elliot Jr Stein Net Worth
The estimated net worth of Elliot Jr Stein is at least $2 Million dollars as of 2024-04-28. Elliot Jr Stein is the Director of BellRing Brands Inc and owns about 27,181 shares of BellRing Brands Inc (BRBR) stock worth over $2 Million. Elliot Jr Stein is the Director of MidCap Financial Investment Corp and owns about 13,161 shares of MidCap Financial Investment Corp (MFIC) stock worth over $199,784. Elliot Jr Stein is also the Director of Apollo Senior Floating Rate Fund Inc. and owns about 700 shares of Apollo Senior Floating Rate Fund Inc. (AFT) stock worth over $9,940. Besides these, Elliot Jr Stein also holds Apollo Tactical Income Fund Inc. (AIF) . Details can be seen in Elliot Jr Stein's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Elliot Jr Stein has not made any transactions after 2024-02-07 and currently still holds the listed stock(s).
Transaction Summary of Elliot Jr Stein
Elliot Jr Stein Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Elliot Jr Stein owns 4 companies in total, including MidCap Financial Investment Corp (MFIC) , BellRing Brands Inc (BRBR) , and Apollo Tactical Income Fund Inc. (AIF) among others .
Click here to see the complete history of Elliot Jr Stein’s form 4 insider trades.
Insider Ownership Summary of Elliot Jr Stein
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MFIC | MidCap Financial Investment Corp | 2020-03-13 | director |
| BRBR | BellRing Brands Inc | 2024-02-07 | director |
| AIF | Apollo Tactical Income Fund Inc. | 2013-06-05 | director |
| AFT | Apollo Senior Floating Rate Fund Inc. | 2011-08-31 | director |
Elliot Jr Stein Latest Holdings Summary
Elliot Jr Stein currently owns a total of 4 stocks. Among these stocks, Elliot Jr Stein owns 27,181 shares of BellRing Brands Inc (BRBR) as of February 7, 2024, with a value of $2 Million and a weighting of 87.53%. Elliot Jr Stein owns 13,161 shares of MidCap Financial Investment Corp (MFIC) as of March 13, 2020, with a value of $199,784 and a weighting of 11.42%. Elliot Jr Stein also owns 700 shares of Apollo Senior Floating Rate Fund Inc. (AFT) as of August 31, 2011, with a value of $9,940 and a weighting of 0.57%. The other 1 stocks Apollo Tactical Income Fund Inc. (AIF) have a combined weighting of 0.49% among all his current holdings.
Latest Holdings of Elliot Jr Stein
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BRBR | BellRing Brands Inc | 2024-02-07 | 27,181 | 56.34 | 1,531,378 |
| MFIC | MidCap Financial Investment Corp | 2020-03-13 | 13,161 | 15.18 | 199,784 |
| AFT | Apollo Senior Floating Rate Fund Inc. | 2011-08-31 | 700 | 14.20 | 9,940 |
| AIF | Apollo Tactical Income Fund Inc. | 2013-06-05 | 600 | 14.22 | 8,532 |
Holding Weightings of Elliot Jr Stein
Elliot Jr Stein Form 4 Trading Tracker
According to the SEC Form 4 filings, Elliot Jr Stein has made a total of 3 transactions in BellRing Brands Inc (BRBR) over the past 5 years, including 2 buys and 1 sells. The most-recent trade in BellRing Brands Inc is the sale of 1,000 shares on February 7, 2024, which brought Elliot Jr Stein around $57,810.
According to the SEC Form 4 filings, Elliot Jr Stein has made a total of 5 transactions in MidCap Financial Investment Corp (MFIC) over the past 5 years, including 2 buys and 3 sells. The most-recent trade in MidCap Financial Investment Corp is the acquisition of 2,000 shares on March 13, 2020, which cost Elliot Jr Stein around $23,000.
According to the SEC Form 4 filings, Elliot Jr Stein has made a total of 0 transactions in Apollo Senior Floating Rate Fund Inc. (AFT) over the past 5 years. The most-recent trade in Apollo Senior Floating Rate Fund Inc. is the acquisition of 700 shares on August 31, 2011, which cost Elliot Jr Stein around $11,375.
More details on Elliot Jr Stein's insider transactions can be found in the Insider Trading History of Elliot Jr Stein table.Insider Trading History of Elliot Jr Stein
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Elliot Jr Stein Trading Performance
GuruFocus tracks the stock performance after each of Elliot Jr Stein's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Elliot Jr Stein is -3.12%. GuruFocus also compares Elliot Jr Stein's trading performance to market benchmark return within the same time period. The performance of stocks bought by Elliot Jr Stein within 3 months outperforms 2 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Elliot Jr Stein's insider trading performs compared to the benchmark.
Performance of Elliot Jr Stein
Average Return
-2.83%
Outperforming Transactions
56%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.88 | -3.12 | -10.07 | -2.83 | -9.59 | -6.96 |
| Relative Return to S&P 500(%) | -2.23 | -5.15 | -11.82 | -10.57 | -18.37 | -13.02 |
Elliot Jr Stein Ownership Network
Ownership Network List of Elliot Jr Stein
Ownership Network Relation of Elliot Jr Stein
Elliot Jr Stein Owned Company Details
What does MidCap Financial Investment Corp do?
Who are the key executives at MidCap Financial Investment Corp?
Elliot Jr Stein is the director of MidCap Financial Investment Corp. Other key executives at MidCap Financial Investment Corp include Chief Compliance Officer Ryan Delgiudice , Chief Executive Officer Tanner Powell , and President Mcnulty Ted Aymond Jr. .
MidCap Financial Investment Corp (MFIC) Insider Trades Summary
Over the past 18 months, Elliot Jr Stein made no insider transaction in MidCap Financial Investment Corp (MFIC). Other recent insider transactions involving MidCap Financial Investment Corp (MFIC) include a net sale of 8,277 shares made by Tanner Powell , and a net sale of 1,498 shares made by Mcnulty Ted Aymond Jr. .
In summary, during the past 3 months, insiders sold 0 shares of MidCap Financial Investment Corp (MFIC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 9,775 shares of MidCap Financial Investment Corp (MFIC) were sold and 0 shares were bought by its insiders, resulting in a net sale of 9,775 shares.
MidCap Financial Investment Corp (MFIC)'s detailed insider trading history can be found in Insider Trading Tracker table.
MidCap Financial Investment Corp Insider Transactions
Elliot Jr Stein Mailing Address
Above is the net worth, insider trading, and ownership report for Elliot Jr Stein. You might contact Elliot Jr Stein via mailing address: C/ Commonwealth Capital Partners, 444 Madison Ave, New York Ny 10022.
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