Smith Winthrop H Jr - Net Worth and Insider Trading
Smith Winthrop H Jr Net Worth
The estimated net worth of Smith Winthrop H Jr is at least $3 Million dollars as of 2024-05-05. Smith Winthrop H Jr is the Director of Eaton Vance Corp and owns about 35,900 shares of Eaton Vance Corp (EV) stock worth over $3 Million. Details can be seen in Smith Winthrop H Jr's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Smith Winthrop H Jr has not made any transactions after 2020-03-13 and currently still holds the listed stock(s).
Transaction Summary of Smith Winthrop H Jr
Smith Winthrop H Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Smith Winthrop H Jr owns 1 companies in total, including Eaton Vance Corp (EV) .
Click here to see the complete history of Smith Winthrop H Jr’s form 4 insider trades.
Insider Ownership Summary of Smith Winthrop H Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| EV | Eaton Vance Corp | 2020-08-14 | director |
Smith Winthrop H Jr Latest Holdings Summary
Smith Winthrop H Jr currently owns a total of 1 stock. Smith Winthrop H Jr owns 35,900 shares of Eaton Vance Corp (EV) as of March 13, 2020, with a value of $3 Million.
Latest Holdings of Smith Winthrop H Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| EV | Eaton Vance Corp | 2020-03-13 | 35,900 | 73.07 | 2,623,213 |
Holding Weightings of Smith Winthrop H Jr
Smith Winthrop H Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Smith Winthrop H Jr has made a total of 3 transactions in Eaton Vance Corp (EV) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Eaton Vance Corp is the acquisition of 6,900 shares on March 13, 2020, which cost Smith Winthrop H Jr around $205,206.
Insider Trading History of Smith Winthrop H Jr
- 1
Smith Winthrop H Jr Trading Performance
GuruFocus tracks the stock performance after each of Smith Winthrop H Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Smith Winthrop H Jr is 21.61%. GuruFocus also compares Smith Winthrop H Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Smith Winthrop H Jr within 3 months outperforms 8 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Smith Winthrop H Jr's insider trading performs compared to the benchmark.
Performance of Smith Winthrop H Jr
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.15 | | | | | |
| Relative Return to S&P 500(%) | 3.14 | | | | | |
Smith Winthrop H Jr Ownership Network
Smith Winthrop H Jr Owned Company Details
What does Eaton Vance Corp do?
Who are the key executives at Eaton Vance Corp?
Smith Winthrop H Jr is the director of Eaton Vance Corp. Other key executives at Eaton Vance Corp include director & CEO Faust Thomas E Jr , Chief Administrative Officer Daniel C. Cataldo , and other: Pres & CEO EV Distributors Inc Matthew J Witkos .
Eaton Vance Corp (EV) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Corp (EV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Corp (EV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Eaton Vance Corp (EV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Eaton Vance Corp Insider Transactions
Smith Winthrop H Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Smith Winthrop H Jr. You might contact Smith Winthrop H Jr via mailing address: 255 State Street Boston Ma 02109.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
