Julie Ann Meggers - Net Worth and Insider Trading

Julie Ann Meggers Net Worth

The estimated net worth of Julie Ann Meggers is at least $538,780 dollars as of 2024-11-07. Julie Ann Meggers is the SEE REMARKS of PIMCO Dynamic Income Opportunities Fund and owns about 39,500 shares of PIMCO Dynamic Income Opportunities Fund (PDO) stock worth over $538,780. Details can be seen in Julie Ann Meggers'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 Julie Ann Meggers has not made any transactions after 2022-12-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Julie Ann Meggers

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Julie Ann Meggers Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Julie Ann Meggers owns 21 companies in total, including Pcm Fund Inc (PCM) , PIMCO Strategic Income Fund, Inc. (RCS) , and PIMCO Municipal Income Fund (PMF) among others .

Click here to see the complete history of Julie Ann Meggers’s form 4 insider trades.

Insider Ownership Summary of Julie Ann Meggers

Ticker Comapny Transaction Date Type of Owner
PCM Pcm Fund Inc 2022-01-27 other: SEE REMARKS
RCS PIMCO Strategic Income Fund, Inc. 2022-01-27 other: SEE REMARKS
PMF PIMCO Municipal Income Fund 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-01-27 other: SEE REMARKS
LIMIT LIMIT 2022-12-14 other: SEE REMARKS

Julie Ann Meggers Latest Holdings Summary

Julie Ann Meggers currently owns a total of 1 stock. Julie Ann Meggers owns 39,500 shares of PIMCO Dynamic Income Opportunities Fund (PDO) as of December 14, 2022, with a value of $538,780.

Latest Holdings of Julie Ann Meggers

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PDO PIMCO Dynamic Income Opportunities Fund 2022-12-14 39,500 13.64 538,780

Holding Weightings of Julie Ann Meggers


Julie Ann Meggers Form 4 Trading Tracker

According to the SEC Form 4 filings, Julie Ann Meggers has made a total of 3 transactions in PIMCO Dynamic Income Opportunities Fund (PDO) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in PIMCO Dynamic Income Opportunities Fund is the acquisition of 20,000 shares on December 14, 2022, which cost Julie Ann Meggers around $285,800.

Insider Trading History of Julie Ann Meggers

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Julie Ann Meggers Trading Performance

GuruFocus tracks the stock performance after each of Julie Ann Meggers's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Julie Ann Meggers is -13.58%. GuruFocus also compares Julie Ann Meggers's trading performance to market benchmark return within the same time period. The performance of stocks bought by Julie Ann Meggers within 3 months outperforms 0 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Julie Ann Meggers's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Julie Ann Meggers

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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0 out of 3 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -2.66 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 0.46 LIMIT LIMIT LIMIT LIMIT LIMIT

Julie Ann Meggers Ownership Network

Ownership Network List of Julie Ann Meggers

No Data

Ownership Network Relation of Julie Ann Meggers

Insider Network Chart

Julie Ann Meggers Owned Company Details

What does Pcm Fund Inc do?

Who are the key executives at Pcm Fund Inc?

Julie Ann Meggers is the other: SEE REMARKS of Pcm Fund Inc. Other key executives at Pcm Fund Inc include other: SEE REMARKS Giang Huong Bui , ASSISTANT TREASURER Maria Marchenko Golota , and VICE PRESIDENT Jason Raul Duran .

Pcm Fund Inc (PCM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Pcm Fund Inc (PCM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Pcm Fund Inc (PCM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Pcm Fund Inc (PCM)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Pcm Fund Inc Insider Transactions

No Available Data

Julie Ann Meggers Mailing Address

Above is the net worth, insider trading, and ownership report for Julie Ann Meggers. You might contact Julie Ann Meggers via mailing address: C/o Pimco, 650 Newport Center Drive, Newport Beach Ca 92660.