John S. Horejsi Trust - Net Worth and Insider Trading
John S. Horejsi Trust Net Worth
The estimated net worth of John S. Horejsi Trust is at least $11 Million dollars as of 2024-09-30. John S. Horejsi Trust is the 10% Owner of SRH Total Return Fund, Inc. and owns about 677,847 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $11 Million. Details can be seen in John S. Horejsi Trust's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that John S. Horejsi Trust has not made any transactions after 2020-06-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of John S. Horejsi Trust
John S. Horejsi Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, John S. Horejsi Trust owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of John S. Horejsi Trust’s form 4 insider trades.
Insider Ownership Summary of John S. Horejsi Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-06-18 | 10 percent owner |
John S. Horejsi Trust Latest Holdings Summary
John S. Horejsi Trust currently owns a total of 1 stock. John S. Horejsi Trust owns 677,847 shares of SRH Total Return Fund, Inc. (STEW) as of June 18, 2020, with a value of $11 Million.
Latest Holdings of John S. Horejsi Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-06-18 | 677,847 | 15.80 | 10,709,983 |
Holding Weightings of John S. Horejsi Trust
John S. Horejsi Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, John S. Horejsi Trust has made a total of 2 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in SRH Total Return Fund, Inc. is the acquisition of 20,749 shares on June 18, 2020, which cost John S. Horejsi Trust around $197,945.
Insider Trading History of John S. Horejsi Trust
- 1
John S. Horejsi Trust Trading Performance
GuruFocus tracks the stock performance after each of John S. Horejsi Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by John S. Horejsi Trust is 7.7%. GuruFocus also compares John S. Horejsi Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by John S. Horejsi Trust 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 John S. Horejsi Trust's insider trading performs compared to the benchmark.
Performance of John S. Horejsi Trust
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.91 | | | | | |
| Relative Return to S&P 500(%) | -1.22 | | | | | |
John S. Horejsi Trust Ownership Network
John S. Horejsi Trust Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
John S. Horejsi 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, John S. Horejsi 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 0 shares, with a net sale of 0 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
John S. Horejsi Trust Mailing Address
Above is the net worth, insider trading, and ownership report for John S. Horejsi Trust. You might contact John S. Horejsi Trust via mailing address: 3000 A. Street Suite 200, Anchorage Ak 99503.
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