Susan L Ciciora Trust - Net Worth and Insider Trading
Susan L Ciciora Trust Net Worth
The estimated net worth of Susan L Ciciora Trust is at least $366 Million dollars as of 2024-05-22. Susan L Ciciora Trust is the 10% Owner of SRH Total Return Fund, Inc. and owns about 23,349,382 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $341 Million. Susan L Ciciora Trust is also the 10% Owner of Denali Fund Common and owns about 1,159,729 shares of Denali Fund Common (DNY) stock worth over $25 Million. Details can be seen in Susan L Ciciora 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 Susan L Ciciora Trust has not made any transactions after 2020-10-30 and currently still holds the listed stock(s).
Transaction Summary of Susan L Ciciora Trust
Susan L Ciciora Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Susan L Ciciora Trust owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Susan L Ciciora Trust’s form 4 insider trades.
Insider Ownership Summary of Susan L Ciciora Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 10 percent owner |
Susan L Ciciora Trust Latest Holdings Summary
Susan L Ciciora Trust currently owns a total of 2 stocks. Among these stocks, Susan L Ciciora Trust owns 23,349,382 shares of SRH Total Return Fund, Inc. (STEW) as of October 30, 2020, with a value of $341 Million and a weighting of 93.27%. Susan L Ciciora Trust also owns 1,159,729 shares of Denali Fund Common (DNY) as of May 17, 2012, with a value of $25 Million and a weighting of 6.73%.
Latest Holdings of Susan L Ciciora Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 23,349,382 | 14.60 | 340,900,977 |
| DNY | Denali Fund Common | 2012-05-17 | 1,159,729 | 21.22 | 24,609,449 |
Holding Weightings of Susan L Ciciora Trust
Susan L Ciciora Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, Susan L Ciciora 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 15,690,062 shares on October 30, 2020, which cost Susan L Ciciora Trust around $103 Million.
According to the SEC Form 4 filings, Susan L Ciciora Trust 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 acquisition of 3,000 shares on May 17, 2012, which cost Susan L Ciciora Trust around $43,470.
Insider Trading History of Susan L Ciciora Trust
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Susan L Ciciora Trust Trading Performance
GuruFocus tracks the stock performance after each of Susan L Ciciora Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Susan L Ciciora Trust is 2.88%. GuruFocus also compares Susan L Ciciora Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by Susan L Ciciora Trust within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Susan L Ciciora Trust's insider trading performs compared to the benchmark.
Performance of Susan L Ciciora Trust
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.79 | | | | | |
| Relative Return to S&P 500(%) | 0.79 | | | | | |
Susan L Ciciora Trust Ownership Network
Susan L Ciciora Trust Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Susan L Ciciora 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, Susan L Ciciora 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
Susan L Ciciora Trust Mailing Address
Above is the net worth, insider trading, and ownership report for Susan L Ciciora Trust. You might contact Susan L Ciciora Trust via mailing address: C/o Alaska Trust Company, 1029 West 3rd Avenue, Suite 400, Anchorage Ak 99501.
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