Stewart West Indies Trust - Net Worth and Insider Trading
Stewart West Indies Trust Net Worth
The estimated net worth of Stewart West Indies Trust is at least $247 Million dollars as of 2024-05-22. Stewart West Indies Trust is the 10% Owner of SRH Total Return Fund, Inc. and owns about 16,900,168 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $247 Million. Details can be seen in Stewart West Indies Trust's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Stewart West Indies Trust has not made any transactions after 2020-10-30 and currently still holds the listed stock(s).
Transaction Summary of Stewart West Indies Trust
Stewart West Indies Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stewart West Indies Trust owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Stewart West Indies Trust’s form 4 insider trades.
Insider Ownership Summary of Stewart West Indies Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 10 percent owner |
Stewart West Indies Trust Latest Holdings Summary
Stewart West Indies Trust currently owns a total of 1 stock. Stewart West Indies Trust owns 16,900,168 shares of SRH Total Return Fund, Inc. (STEW) as of October 30, 2020, with a value of $247 Million.
Latest Holdings of Stewart West Indies Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 16,900,168 | 14.63 | 247,249,458 |
Holding Weightings of Stewart West Indies Trust
Stewart West Indies Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, Stewart West Indies Trust has made a total of 4 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in SRH Total Return Fund, Inc. is the acquisition of 15,101,049 shares on October 30, 2020, which cost Stewart West Indies Trust around $99 Million.
Insider Trading History of Stewart West Indies Trust
- 1
Stewart West Indies Trust Trading Performance
GuruFocus tracks the stock performance after each of Stewart West Indies Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stewart West Indies Trust is 2.66%. GuruFocus also compares Stewart West Indies Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stewart West Indies Trust within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stewart West Indies Trust's insider trading performs compared to the benchmark.
Performance of Stewart West Indies Trust
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.4 | | | | | |
| Relative Return to S&P 500(%) | 0.77 | | | | | |
Stewart West Indies Trust Ownership Network
Stewart West Indies Trust Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Stewart West Indies Trust 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, Stewart West Indies Trust 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
Stewart West Indies Trust Mailing Address
Above is the net worth, insider trading, and ownership report for Stewart West Indies Trust. You might contact Stewart West Indies Trust via mailing address: C/o Alaska Trust Company, 1029 West 3rd Avenue, Suite 400, Anchorage Ak 99501.
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