Mildred B. Horejsi Trust - Net Worth and Insider Trading
Mildred B. Horejsi Trust Net Worth
The estimated net worth of Mildred B. Horejsi Trust is at least $22 Million dollars as of 2024-06-06. Mildred B. Horejsi Trust is the 10% Owner of Denali Fund Common and owns about 1,030,344 shares of Denali Fund Common (DNY) stock worth over $22 Million. Mildred B. Horejsi Trust is also the 10% Owner of SRH Total Return Fund, Inc. and owns about 0 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $0. Details can be seen in Mildred B. Horejsi Trust's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Mildred B. Horejsi Trust has not made any transactions after 2020-10-30 and currently still holds the listed stock(s).
Transaction Summary of Mildred B. Horejsi Trust
Mildred B. Horejsi Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mildred B. Horejsi Trust owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Mildred B. Horejsi Trust’s form 4 insider trades.
Insider Ownership Summary of Mildred B. Horejsi Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 10 percent owner |
Mildred B. Horejsi Trust Latest Holdings Summary
Mildred B. Horejsi Trust currently owns a total of 2 stocks. Among these stocks, Mildred B. Horejsi Trust owns 1,030,344 shares of Denali Fund Common (DNY) as of December 27, 2011, with a value of $22 Million and a weighting of 100%. Mildred B. Horejsi Trust also owns 0 shares of SRH Total Return Fund, Inc. (STEW) as of October 30, 2020, with a value of $0 and a weighting of 0%.
Latest Holdings of Mildred B. Horejsi Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DNY | Denali Fund Common | 2011-12-27 | 1,030,344 | 21.22 | 21,863,900 |
| STEW | SRH Total Return Fund, Inc. | 2020-10-30 | 0 | 14.44 | 0 |
Holding Weightings of Mildred B. Horejsi Trust
Mildred B. Horejsi Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, Mildred B. Horejsi Trust has made a total of 0 transactions in Denali Fund Common (DNY) over the past 5 years. The most-recent trade in Denali Fund Common is the acquisition of 1,030,344 shares on December 27, 2011, which cost Mildred B. Horejsi Trust around $15 Million.
According to the SEC Form 4 filings, Mildred B. Horejsi Trust has made a total of 1 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in SRH Total Return Fund, Inc. is the sale of 5,543,695 shares on October 30, 2020, which brought Mildred B. Horejsi Trust around $36 Million.
Insider Trading History of Mildred B. Horejsi Trust
- 1
Mildred B. Horejsi Trust Trading Performance
GuruFocus tracks the stock performance after each of Mildred B. Horejsi Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mildred B. Horejsi Trust is 4.59%. GuruFocus also compares Mildred B. Horejsi Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mildred B. Horejsi Trust 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 Mildred B. Horejsi Trust's insider trading performs compared to the benchmark.
Performance of Mildred B. Horejsi Trust
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.64 | | | | | |
| Relative Return to S&P 500(%) | -3.57 | | | | | |
Mildred B. Horejsi Trust Ownership Network
Mildred B. Horejsi Trust Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Mildred B. 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, Mildred B. 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 2,852 shares, with a net purchase of 2,852 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
Mildred B. Horejsi Trust Mailing Address
Above is the net worth, insider trading, and ownership report for Mildred B. Horejsi Trust. You might contact Mildred B. Horejsi Trust via mailing address: C/o Alaska Trust Company, 1029 West 3rd Avenue, Suite 400, Anchorage Ak 99501.
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