Joshua Lefkowitz - Net Worth and Insider Trading

Joshua Lefkowitz Net Worth

The estimated net worth of Joshua Lefkowitz is at least $9,156 dollars as of 2024-11-06. Joshua Lefkowitz is the CCO, CLO & Secretary of Carlyle Credit Income Fund and owns about 1,118 shares of Carlyle Credit Income Fund (CCIF) stock worth over $9,156. Details can be seen in Joshua Lefkowitz'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 Joshua Lefkowitz has not made any transactions after 2023-12-21 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 Joshua Lefkowitz

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Joshua Lefkowitz Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Joshua Lefkowitz owns 1 companies in total, including Carlyle Credit Income Fund (CCIF) .

Click here to see the complete history of Joshua Lefkowitz’s form 4 insider trades.

Insider Ownership Summary of Joshua Lefkowitz

Ticker Comapny Transaction Date Type of Owner
CCIF Carlyle Credit Income Fund 2023-12-21 CCO & CLO & Secretary

Joshua Lefkowitz Latest Holdings Summary

Joshua Lefkowitz currently owns a total of 1 stock. Joshua Lefkowitz owns 1,118 shares of Carlyle Credit Income Fund (CCIF) as of December 21, 2023, with a value of $9,156.

Latest Holdings of Joshua Lefkowitz

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CCIF Carlyle Credit Income Fund 2023-12-21 1,118 8.19 9,156

Holding Weightings of Joshua Lefkowitz


Joshua Lefkowitz Form 4 Trading Tracker

According to the SEC Form 4 filings, Joshua Lefkowitz has made a total of 1 transactions in Carlyle Credit Income Fund (CCIF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Carlyle Credit Income Fund is the acquisition of 1,118 shares on December 21, 2023, which cost Joshua Lefkowitz around $8,765.

Insider Trading History of Joshua Lefkowitz

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.

Joshua Lefkowitz Trading Performance

GuruFocus tracks the stock performance after each of Joshua Lefkowitz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joshua Lefkowitz is 1.02%. GuruFocus also compares Joshua Lefkowitz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joshua Lefkowitz within 3 months outperforms 0 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 Joshua Lefkowitz'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 Joshua Lefkowitz

Average Return

No transaction record over 1 Year.

Outperforming Transactions

No transaction record over 1 Year.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.38 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.34 LIMIT LIMIT LIMIT LIMIT LIMIT

Joshua Lefkowitz Ownership Network

Ownership Network List of Joshua Lefkowitz

No Data

Ownership Network Relation of Joshua Lefkowitz

Insider Network Chart

Joshua Lefkowitz Owned Company Details

What does Carlyle Credit Income Fund do?

Who are the key executives at Carlyle Credit Income Fund?

Joshua Lefkowitz is the CCO & CLO & Secretary of Carlyle Credit Income Fund. Other key executives at Carlyle Credit Income Fund include PFO & PAO & Treasurer Nelson Joseph , director & Principal Executive Officer Lauren Michelle Basmadjian , and other: Portfolio Manager Nishil Mehta .

Carlyle Credit Income Fund (CCIF) Insider Trades Summary

Over the past 18 months, Joshua Lefkowitz made 1 insider transaction in Carlyle Credit Income Fund (CCIF) with a net purchase of 1,118. Other recent insider transactions involving Carlyle Credit Income Fund (CCIF) include a net purchase of 4,785,628 shares made by Cg Subsidiary Holdings L.l.c. , a net purchase of 12,279 shares made by Joan Y Mccabe , and a net purchase of 13,550 shares made by Lauren Michelle Basmadjian .

In summary, during the past 3 months, insiders sold 0 shares of Carlyle Credit Income Fund (CCIF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Carlyle Credit Income Fund (CCIF) were sold and 4,834,375 shares were bought by its insiders, resulting in a net purchase of 4,834,375 shares.

Carlyle Credit Income Fund (CCIF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Carlyle Credit Income Fund Insider Transactions

No Available Data

Joshua Lefkowitz Mailing Address

Above is the net worth, insider trading, and ownership report for Joshua Lefkowitz. You might contact Joshua Lefkowitz via mailing address: C/o The Carlyle Group, 520 Madison Ave, 38th Floor, New York Ny 10022.