Christopher M Lee - Net Worth and Insider Trading

Christopher M Lee Net Worth

The estimated net worth of Christopher M Lee is at least $514,493 dollars as of 2024-09-21. Christopher M Lee is the Portfolio Manager of Allspring Income Opportunities Fund and owns about 33,913 shares of Allspring Income Opportunities Fund (EAD) stock worth over $238,069. Christopher M Lee is the Portfolio Manager of Allspring Multi-Sector Income Fund and owns about 15,500 shares of Allspring Multi-Sector Income Fund (ERC) stock worth over $147,483. Christopher M Lee is also the Portfolio Manager of Allspring Global Dividend Opportunity Fund and owns about 20,000 shares of Allspring Global Dividend Opportunity Fund (EOD) stock worth over $97,800. Besides these, Christopher M Lee also holds Allspring Utilities and High Income Fund (ERH) . Details can be seen in Christopher M Lee'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 Christopher M Lee has not made any transactions after 2021-05-07 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 Christopher M Lee

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Christopher M Lee Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Christopher M Lee owns 4 companies in total, including Allspring Income Opportunities Fund (EAD) , Allspring Multi-Sector Income Fund (ERC) , and Allspring Utilities and High Income Fund (ERH) among others .

Click here to see the complete history of Christopher M Lee’s form 4 insider trades.

Insider Ownership Summary of Christopher M Lee

Ticker Comapny Transaction Date Type of Owner
EAD Allspring Income Opportunities Fund 2021-05-07 other: Portfolio Manager
ERC Allspring Multi-Sector Income Fund 2021-02-04 other: Portfolio Manager
ERH Allspring Utilities and High Income Fund 2021-02-05 other: Portfolio Manager
LIMIT LIMIT 2021-05-06 other: Portfolio Manager

Christopher M Lee Latest Holdings Summary

Christopher M Lee currently owns a total of 4 stocks. Among these stocks, Christopher M Lee owns 33,913 shares of Allspring Income Opportunities Fund (EAD) as of May 7, 2021, with a value of $238,069 and a weighting of 46.27%. Christopher M Lee owns 15,500 shares of Allspring Multi-Sector Income Fund (ERC) as of February 4, 2021, with a value of $147,483 and a weighting of 28.67%. Christopher M Lee also owns 20,000 shares of Allspring Global Dividend Opportunity Fund (EOD) as of May 6, 2021, with a value of $97,800 and a weighting of 19.01%. The other 1 stocks Allspring Utilities and High Income Fund (ERH) have a combined weighting of 6.05% among all his current holdings.

Latest Holdings of Christopher M Lee

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EAD Allspring Income Opportunities Fund 2021-05-07 33,913 7.02 238,069
ERC Allspring Multi-Sector Income Fund 2021-02-04 15,500 9.52 147,483
EOD Allspring Global Dividend Opportunity Fund 2021-05-06 20,000 4.89 97,800
ERH Allspring Utilities and High Income Fund 2021-02-05 2,831 11.00 31,141

Holding Weightings of Christopher M Lee


Christopher M Lee Form 4 Trading Tracker

According to the SEC Form 4 filings, Christopher M Lee has made a total of 7 transactions in Allspring Income Opportunities Fund (EAD) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in Allspring Income Opportunities Fund is the acquisition of 2,105 shares on May 7, 2021, which cost Christopher M Lee around $18,377.

According to the SEC Form 4 filings, Christopher M Lee has made a total of 3 transactions in Allspring Multi-Sector Income Fund (ERC) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Allspring Multi-Sector Income Fund is the acquisition of 3,000 shares on February 4, 2021, which cost Christopher M Lee around $37,320.

According to the SEC Form 4 filings, Christopher M Lee has made a total of 3 transactions in Allspring Global Dividend Opportunity Fund (EOD) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Allspring Global Dividend Opportunity Fund is the acquisition of 5,000 shares on May 6, 2021, which cost Christopher M Lee around $27,750.

More details on Christopher M Lee's insider transactions can be found in the Insider Trading History of Christopher M Lee table.

Insider Trading History of Christopher M Lee

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.

Christopher M Lee Trading Performance

GuruFocus tracks the stock performance after each of Christopher M Lee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Christopher M Lee is 5.34%. GuruFocus also compares Christopher M Lee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Christopher M Lee within 3 months outperforms 4 times out of 15 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Christopher M Lee'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 Christopher M Lee

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
8 out of 15 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(%) 1.24 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1 LIMIT LIMIT LIMIT LIMIT LIMIT

Christopher M Lee Ownership Network

Ownership Network List of Christopher M Lee

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Ownership Network Relation of Christopher M Lee

Insider Network Chart

Christopher M Lee Owned Company Details

What does Allspring Income Opportunities Fund do?

Who are the key executives at Allspring Income Opportunities Fund?

Christopher M Lee is the other: Portfolio Manager of Allspring Income Opportunities Fund. Other key executives at Allspring Income Opportunities Fund include Chief Compliance Officer Jennifer Lea Grunberg , Chief Compliance Officer Paul Werner Felsch , and Chief Compliance Officer Christopher Micah Baker .

Allspring Income Opportunities Fund (EAD) Insider Trades Summary

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

Allspring Income Opportunities Fund (EAD)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Allspring Income Opportunities Fund Insider Transactions

No Available Data

Christopher M Lee Mailing Address

Above is the net worth, insider trading, and ownership report for Christopher M Lee. You might contact Christopher M Lee via mailing address: Wells Capital Management, 525 Market Street, 12th Floor, San Francisco Ca 94105.

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