Jerry Dorost - Net Worth and Insider Trading

Jerry Dorost Net Worth

The estimated net worth of Jerry Dorost is at least $37,030 dollars as of 2024-04-29. Jerry Dorost is the Portfolio Manager of COHEN & STEERS TAX-ADV PRD SEC AND INC and owns about 2,000 shares of COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) stock worth over $37,030. Jerry Dorost is also the Portfolio Manager of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. and owns about 0 shares of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) stock worth over $0. Details can be seen in Jerry Dorost's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jerry Dorost has not made any transactions after 2022-12-28 and currently still holds the listed stock(s).

Transaction Summary of Jerry Dorost

To

Jerry Dorost Insider Ownership Reports

Insider Ownership Summary of Jerry Dorost

Ticker Comapny Transaction Date Type of Owner
RNP Cohen & Steers REIT and Preferred Income Fund Inc 2022-04-30 other: Portfolio Manager
PSF Cohen & Steers Select Preferred and Income Fund Inc 2022-04-30 other: Portfolio Manager
LDP Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 2022-12-28 Vice President & other: Portfolio Manager
PTA COHEN & STEERS TAX-ADV PRD SEC AND INC 2022-12-28 Vice President & other: Portfolio Manager
RLTY Cohen & Steers Real Estate Opportunities and Income Fund 2022-02-24 Vice President & other: Portfolio Manager

Jerry Dorost Latest Holdings Summary

Jerry Dorost currently owns a total of 2 stocks. Among these stocks, Jerry Dorost owns 2,000 shares of COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) as of December 28, 2022, with a value of $37,030 and a weighting of 100%. Jerry Dorost also owns 0 shares of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) as of December 28, 2022, with a value of $0 and a weighting of 0%.

Latest Holdings of Jerry Dorost

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PTA COHEN & STEERS TAX-ADV PRD SEC AND INC 2022-12-28 2,000 18.52 37,030
LDP Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 2022-12-28 0 19.31 0

Holding Weightings of Jerry Dorost


Jerry Dorost Form 4 Trading Tracker

According to the SEC Form 4 filings, Jerry Dorost has made a total of 1 transactions in COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in COHEN & STEERS TAX-ADV PRD SEC AND INC is the acquisition of 2,000 shares on December 28, 2022, which cost Jerry Dorost around $35,140.

According to the SEC Form 4 filings, Jerry Dorost has made a total of 1 transactions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. is the sale of 1,210 shares on December 28, 2022, which brought Jerry Dorost around $22,494.

Insider Trading History of Jerry Dorost

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.

Jerry Dorost Trading Performance

GuruFocus tracks the stock performance after each of Jerry Dorost's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry Dorost is -2.9%. GuruFocus also compares Jerry Dorost's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry Dorost 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 Jerry Dorost'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 Jerry Dorost

Average Return

3.53%

Average return per transaction

Outperforming Transactions

100%

1 out of 1 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(%) 12.98 -2.9 -1.25 3.53
Relative Return to S&P 500(%) 5.38 -7.87 -16.94 -22.91

Jerry Dorost Ownership Network

Ownership Network List of Jerry Dorost

No Data

Ownership Network Relation of Jerry Dorost


Jerry Dorost Owned Company Details

What does Cohen & Steers REIT and Preferred Income Fund Inc do?

Who are the key executives at Cohen & Steers REIT and Preferred Income Fund Inc?

Jerry Dorost is the other: Portfolio Manager of Cohen & Steers REIT and Preferred Income Fund Inc. Other key executives at Cohen & Steers REIT and Preferred Income Fund Inc include Vice President & other: Portfolio Manager William F Scapell , other: Portfolio Manager Elaine Zaharis-nikas , and See Remarks Edward C Delk .

Cohen & Steers REIT and Preferred Income Fund Inc (RNP) Insider Trades Summary

Over the past 18 months, Jerry Dorost made no insider transaction in Cohen & Steers REIT and Preferred Income Fund Inc (RNP). Other recent insider transactions involving Cohen & Steers REIT and Preferred Income Fund Inc (RNP) include a net purchase of 250 shares made by Jane F. Magpiong , a net purchase of 144 shares made by William F Scapell , and a net purchase of 125 shares made by Ramona Lynn Rogers-windsor .

In summary, during the past 3 months, insiders sold 0 shares of Cohen & Steers REIT and Preferred Income Fund Inc (RNP) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Cohen & Steers REIT and Preferred Income Fund Inc (RNP) were sold and 519 shares were bought by its insiders, resulting in a net purchase of 519 shares.

Cohen & Steers REIT and Preferred Income Fund Inc (RNP)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Cohen & Steers REIT and Preferred Income Fund Inc Insider Transactions

No Available Data

Jerry Dorost Mailing Address

Above is the net worth, insider trading, and ownership report for Jerry Dorost. You might contact Jerry Dorost via mailing address: 280 Park Avenue, New York Ny 10017.

Discussions on Jerry Dorost

No discussions yet.