Richard W Lowry - Net Worth and Insider Trading
Richard W Lowry Net Worth
The estimated net worth of Richard W Lowry is at least $1 Million dollars as of 2024-09-20. Richard W Lowry is the Disinterested Trustee of Liberty All Star Equity Fund and owns about 157,726 shares of Liberty All Star Equity Fund (USA) stock worth over $1 Million. Details can be seen in Richard W Lowry'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 Richard W Lowry has not made any transactions after 2012-12-31 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Richard W Lowry
Richard W Lowry Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Richard W Lowry owns 2 companies in total, including Liberty All Star Equity Fund (USA) , and Liberty All Star Growth Fund Inc (ASG) .
Click here to see the complete history of Richard W Lowry’s form 4 insider trades.
Insider Ownership Summary of Richard W Lowry
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| USA | Liberty All Star Equity Fund | 2012-12-31 | other: Trustee |
| ASG | Liberty All Star Growth Fund Inc | 2009-12-31 | director |
Richard W Lowry Latest Holdings Summary
Richard W Lowry currently owns a total of 1 stock. Richard W Lowry owns 157,726 shares of Liberty All Star Equity Fund (USA) as of December 31, 2012, with a value of $1 Million.
Latest Holdings of Richard W Lowry
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| USA | Liberty All Star Equity Fund | 2012-12-31 | 157,726 | 7.01 | 1,105,849 |
Holding Weightings of Richard W Lowry
Richard W Lowry Form 4 Trading Tracker
According to the SEC Form 4 filings, Richard W Lowry has made a total of 0 transactions in Liberty All Star Equity Fund (USA) over the past 5 years. The most-recent trade in Liberty All Star Equity Fund is the sale of 50,000 shares on December 31, 2012, which brought Richard W Lowry around $237,500.
Insider Trading History of Richard W Lowry
- 1
Richard W Lowry Trading Performance
GuruFocus tracks the stock performance after each of Richard W Lowry's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Richard W Lowry is 52.12%. GuruFocus also compares Richard W Lowry's trading performance to market benchmark return within the same time period. The performance of stocks bought by Richard W Lowry 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 Richard W Lowry's insider trading performs compared to the benchmark.
Performance of Richard W Lowry
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 30.51 |  | | | | |
| Relative Return to S&P 500(%) | 9.52 | | | | | |
Richard W Lowry Ownership Network
Richard W Lowry Owned Company Details
What does Liberty All Star Equity Fund do?
Who are the key executives at Liberty All Star Equity Fund?
Richard W Lowry is the other: Trustee of Liberty All Star Equity Fund. Other key executives at Liberty All Star Equity Fund include other: Trustee Maureen K Usifer , Vice President of the Funds Robert Milas , and Senior Vice President Mark T Haley .
Liberty All Star Equity Fund (USA) Insider Trades Summary
Over the past 18 months, Richard W Lowry made no insider transaction in Liberty All Star Equity Fund (USA). Other recent insider transactions involving Liberty All Star Equity Fund (USA) include a net purchase of 2,450 shares made by Robert Milas , a net purchase of 6,500 shares made by Edmund J Burke , and a net purchase of 2,100 shares made by Mark T Haley .
In summary, during the past 3 months, insiders sold 0 shares of Liberty All Star Equity Fund (USA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 34,931 shares of Liberty All Star Equity Fund (USA) were sold and 14,250 shares were bought by its insiders, resulting in a net sale of 20,681 shares.
Liberty All Star Equity Fund (USA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Liberty All Star Equity Fund Insider Transactions
Richard W Lowry Mailing Address
Above is the net worth, insider trading, and ownership report for Richard W Lowry. Currently GuruFocus does not have mailing address information for Richard W Lowry.
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