Monica C Lozano - Net Worth and Insider Trading
Monica C Lozano Net Worth
The estimated net worth of Monica C Lozano is at least $6 Million dollars as of 2024-04-27. Monica C Lozano is the Director of The Walt Disney Co and owns about 55,644 shares of The Walt Disney Co (DIS) stock worth over $6 Million. Monica C Lozano is also the Director of Bank of America Corp and owns about 3,000 shares of Bank of America Corp (BAC) stock worth over $113,490. Details can be seen in Monica C Lozano's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Monica C Lozano has not made any transactions after 2015-06-04 and currently still holds the listed stock(s).
Transaction Summary of Monica C Lozano
Monica C Lozano Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Monica C Lozano owns 5 companies in total, including Bank of America Corp (MPE) , Target Corp (TGT) , and Tenet Healthcare Corp (THC) among others .
Click here to see the complete history of Monica C Lozano’s form 4 insider trades.
Insider Ownership Summary of Monica C Lozano
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
MPE | Bank of America Corp | 2020-04-22 | director |
TGT | Target Corp | 2016-03-09 | director |
THC | Tenet Healthcare Corp | 2003-06-30 | director |
BAC | Bank of America Corp | 2016-04-27 | director |
AAPL | Apple Inc | 2021-01-04 | director |
Monica C Lozano Latest Holdings Summary
Monica C Lozano currently owns a total of 2 stocks. Among these stocks, Monica C Lozano owns 55,644 shares of The Walt Disney Co (DIS) as of June 4, 2015, with a value of $6 Million and a weighting of 98.22%. Monica C Lozano also owns 3,000 shares of Bank of America Corp (BAC) as of January 22, 2010, with a value of $113,490 and a weighting of 1.78%.
Latest Holdings of Monica C Lozano
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
DIS | The Walt Disney Co | 2015-06-04 | 55,644 | 112.73 | 6,272,748 |
BAC | Bank of America Corp | 2010-01-22 | 3,000 | 37.83 | 113,490 |
Holding Weightings of Monica C Lozano
Monica C Lozano Form 4 Trading Tracker
According to the SEC Form 4 filings, Monica C Lozano has made a total of 0 transactions in The Walt Disney Co (DIS) over the past 5 years. The most-recent trade in The Walt Disney Co is the sale of 397 shares on June 4, 2015, which brought Monica C Lozano around $43,948.
According to the SEC Form 4 filings, Monica C Lozano has made a total of 0 transactions in Bank of America Corp (BAC) over the past 5 years. The most-recent trade in Bank of America Corp is the acquisition of 2,000 shares on January 22, 2010, which cost Monica C Lozano around $30,420.
Insider Trading History of Monica C Lozano
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Monica C Lozano Trading Performance
GuruFocus tracks the stock performance after each of Monica C Lozano's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Monica C Lozano is 11.62%. GuruFocus also compares Monica C Lozano's trading performance to market benchmark return within the same time period. The performance of stocks bought by Monica C Lozano within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Monica C Lozano's insider trading performs compared to the benchmark.
Performance of Monica C Lozano
Average Return
-23.32%
Outperforming Transactions
0%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 2.86 | 11.62 | -9.56 | -23.32 | -40.12 | -20.42 |
Relative Return to S&P 500(%) | 1.79 | 7.51 | -8.6 | -26.35 | -34.59 | -20.8 |
Monica C Lozano Ownership Network
Ownership Network List of Monica C Lozano
Ownership Network Relation of Monica C Lozano
Monica C Lozano Owned Company Details
What does Bank of America Corp do?
Who are the key executives at Bank of America Corp?
Monica C Lozano is the director of Bank of America Corp. Other key executives at Bank of America Corp include director & Chairman and CEO Brian T Moynihan , 10 percent owner Berkshire Hathaway Inc , and 10 percent owner Warren E Buffett .
Bank of America Corp (MPE) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Bank of America Corp (MPE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Bank of America Corp (MPE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Bank of America Corp (MPE)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bank of America Corp Insider Transactions
Monica C Lozano Mailing Address
Above is the net worth, insider trading, and ownership report for Monica C Lozano. Currently GuruFocus does not have mailing address information for Monica C Lozano.