Lola Brown Trust 1b - Net Worth and Insider Trading
Lola Brown Trust 1b Net Worth
The estimated net worth of Lola Brown Trust 1b is at least $55 Million dollars as of 2024-05-22. Lola Brown Trust 1b is the 10% Owner of Valkyrie Bitcoin and Ether Strategy ETF and owns about 1,666,907 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) stock worth over $35 Million. Lola Brown Trust 1b is the 10% Owner of Denali Fund Common and owns about 949,751 shares of Denali Fund Common (DNY) stock worth over $20 Million. Lola Brown Trust 1b is also the 10% Owner of SRH Total Return Fund, Inc. and owns about 0 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $0. Details can be seen in Lola Brown Trust 1b's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lola Brown Trust 1b has not made any transactions after 2020-10-30 and currently still holds the listed stock(s).
Transaction Summary of Lola Brown Trust 1b
Lola Brown Trust 1b Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lola Brown Trust 1b owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Lola Brown Trust 1b’s form 4 insider trades.
Insider Ownership Summary of Lola Brown Trust 1b
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 10 percent owner |
Lola Brown Trust 1b Latest Holdings Summary
Lola Brown Trust 1b currently owns a total of 3 stocks. Among these stocks, Lola Brown Trust 1b owns 1,666,907 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) as of December 24, 2012, with a value of $35 Million and a weighting of 63.67%. Lola Brown Trust 1b owns 949,751 shares of Denali Fund Common (DNY) as of December 30, 2011, with a value of $20 Million and a weighting of 36.33%. Lola Brown Trust 1b also owns 0 shares of SRH Total Return Fund, Inc. (STEW) as of October 30, 2020, with a value of $0 and a weighting of 0%.
Latest Holdings of Lola Brown Trust 1b
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BTF | Valkyrie Bitcoin and Ether Strategy ETF | 2012-12-24 | 1,666,907 | 21.19 | 35,321,759 |
| DNY | Denali Fund Common | 2011-12-30 | 949,751 | 21.22 | 20,153,716 |
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 0 | 14.60 | 0 |
Holding Weightings of Lola Brown Trust 1b
Lola Brown Trust 1b Form 4 Trading Tracker
According to the SEC Form 4 filings, Lola Brown Trust 1b has made a total of 0 transactions in Valkyrie Bitcoin and Ether Strategy ETF (BTF) over the past 5 years. The most-recent trade in Valkyrie Bitcoin and Ether Strategy ETF is the acquisition of 53,080 shares on December 24, 2012, which cost Lola Brown Trust 1b around $961,279.
According to the SEC Form 4 filings, Lola Brown Trust 1b has made a total of 0 transactions in Denali Fund Common (DNY) over the past 5 years. The most-recent trade in Denali Fund Common is the sale of 1,154,404 shares on December 30, 2011, which brought Lola Brown Trust 1b around $15 Million.
According to the SEC Form 4 filings, Lola Brown Trust 1b has made a total of 4 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in SRH Total Return Fund, Inc. is the sale of 10,146,367 shares on October 30, 2020, which brought Lola Brown Trust 1b around $67 Million.
Insider Trading History of Lola Brown Trust 1b
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Lola Brown Trust 1b Trading Performance
GuruFocus tracks the stock performance after each of Lola Brown Trust 1b's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lola Brown Trust 1b is 3.75%. GuruFocus also compares Lola Brown Trust 1b's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lola Brown Trust 1b within 3 months outperforms 1 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 Lola Brown Trust 1b's insider trading performs compared to the benchmark.
Performance of Lola Brown Trust 1b
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.64 | | | | | |
| Relative Return to S&P 500(%) | 0.88 | | | | | |
Lola Brown Trust 1b Ownership Network
Lola Brown Trust 1b Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Lola Brown Trust 1b is the 10 percent owner of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .
SRH Total Return Fund, Inc. (STEW) Insider Trades Summary
Over the past 18 months, Lola Brown Trust 1b made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 4,386 shares made by Thomas Jack Moore ,
In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 2,852 shares, with a net purchase of 2,852 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 4,386 shares were bought by its insiders, resulting in a net purchase of 4,386 shares.
SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.
SRH Total Return Fund, Inc. Insider Transactions
Lola Brown Trust 1b Mailing Address
Above is the net worth, insider trading, and ownership report for Lola Brown Trust 1b. You might contact Lola Brown Trust 1b via mailing address: C/o Alaska Trust Company, 1029 West 3rd Avenue, Suite 400, Anchorage Ak 99501.
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