Russell Jared Koesterich - Net Worth and Insider Trading
Russell Jared Koesterich Net Worth
The estimated net worth of Russell Jared Koesterich is at least $558,030 dollars as of 2024-05-26. Russell Jared Koesterich is the Portfolio Manager of BlackRock Capital Allocation Trust and owns about 33,000 shares of BlackRock Capital Allocation Trust (BCAT) stock worth over $558,030. Details can be seen in Russell Jared Koesterich's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Russell Jared Koesterich has not made any transactions after 2021-10-22 and currently still holds the listed stock(s).
Transaction Summary of Russell Jared Koesterich
Russell Jared Koesterich Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Russell Jared Koesterich owns 2 companies in total, including BlackRock Capital Allocation Trust (BCAT) , and BlackRock ESG Capital Allocation Trust (ECAT) .
Click here to see the complete history of Russell Jared Koesterich’s form 4 insider trades.
Insider Ownership Summary of Russell Jared Koesterich
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BCAT | BlackRock Capital Allocation Trust | 2021-10-22 | other: Portfolio Manager |
| ECAT | BlackRock ESG Capital Allocation Trust | 2021-09-27 | other: Portfolio Manager |
Russell Jared Koesterich Latest Holdings Summary
Russell Jared Koesterich currently owns a total of 1 stock. Russell Jared Koesterich owns 33,000 shares of BlackRock Capital Allocation Trust (BCAT) as of October 22, 2021, with a value of $558,030.
Latest Holdings of Russell Jared Koesterich
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BCAT | BlackRock Capital Allocation Trust | 2021-10-22 | 33,000 | 16.91 | 558,030 |
Holding Weightings of Russell Jared Koesterich
Russell Jared Koesterich Form 4 Trading Tracker
According to the SEC Form 4 filings, Russell Jared Koesterich has made a total of 16 transactions in BlackRock Capital Allocation Trust (BCAT) over the past 5 years, including 16 buys and 0 sells. The most-recent trade in BlackRock Capital Allocation Trust is the acquisition of 2,000 shares on October 22, 2021, which cost Russell Jared Koesterich around $39,320.
Insider Trading History of Russell Jared Koesterich
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Russell Jared Koesterich Trading Performance
GuruFocus tracks the stock performance after each of Russell Jared Koesterich's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Russell Jared Koesterich is -1.27%. GuruFocus also compares Russell Jared Koesterich's trading performance to market benchmark return within the same time period. The performance of stocks bought by Russell Jared Koesterich within 3 months outperforms 0 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Russell Jared Koesterich's insider trading performs compared to the benchmark.
Performance of Russell Jared Koesterich
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.28 | | | | | |
| Relative Return to S&P 500(%) | -3.26 | | | | | |
Russell Jared Koesterich Ownership Network
Russell Jared Koesterich Owned Company Details
What does BlackRock Capital Allocation Trust do?
Who are the key executives at BlackRock Capital Allocation Trust?
Russell Jared Koesterich is the other: Portfolio Manager of BlackRock Capital Allocation Trust. Other key executives at BlackRock Capital Allocation Trust include 10 percent owner Saba Capital Management, L.p. , 10 percent owner Boaz Weinstein , and other: Portfolio Manager Richard M Rieder .
BlackRock Capital Allocation Trust (BCAT) Insider Trades Summary
Over the past 18 months, Russell Jared Koesterich made no insider transaction in BlackRock Capital Allocation Trust (BCAT). Other recent insider transactions involving BlackRock Capital Allocation Trust (BCAT) include a net purchase of 5,225,891 shares made by Saba Capital Management, L.p. , and a net purchase of 9,948 shares made by Richard M Rieder .
In summary, during the past 3 months, insiders sold 0 shares of BlackRock Capital Allocation Trust (BCAT) in total and bought 1,214,661 shares, with a net purchase of 1,214,661 shares. During the past 18 months, 19,052 shares of BlackRock Capital Allocation Trust (BCAT) were sold and 5,254,891 shares were bought by its insiders, resulting in a net purchase of 5,235,839 shares.
BlackRock Capital Allocation Trust (BCAT)'s detailed insider trading history can be found in Insider Trading Tracker table.
BlackRock Capital Allocation Trust Insider Transactions
Russell Jared Koesterich Mailing Address
Above is the net worth, insider trading, and ownership report for Russell Jared Koesterich. You might contact Russell Jared Koesterich via mailing address: 55 East 52nd Street, New York Ny 10055.
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