Erik Mervin Herzfeld - Net Worth and Insider Trading
Erik Mervin Herzfeld Net Worth
The estimated net worth of Erik Mervin Herzfeld is at least $483,771 dollars as of 2024-04-26. Erik Mervin Herzfeld is the President of Herzfeld Caribbean Basin Fund Inc and owns about 200,735 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) stock worth over $483,771. Details can be seen in Erik Mervin Herzfeld's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Erik Mervin Herzfeld has not made any transactions after 2022-11-14 and currently still holds the listed stock(s).
Transaction Summary of Erik Mervin Herzfeld
Erik Mervin Herzfeld Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Erik Mervin Herzfeld owns 1 companies in total, including Herzfeld Caribbean Basin Fund Inc (CUBA) .
Click here to see the complete history of Erik Mervin Herzfeld’s form 4 insider trades.
Insider Ownership Summary of Erik Mervin Herzfeld
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CUBA | Herzfeld Caribbean Basin Fund Inc | 2022-11-14 | Portfolio Manager |
Erik Mervin Herzfeld Latest Holdings Summary
Erik Mervin Herzfeld currently owns a total of 1 stock. Erik Mervin Herzfeld owns 200,735 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) as of November 14, 2022, with a value of $483,771.
Latest Holdings of Erik Mervin Herzfeld
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CUBA | Herzfeld Caribbean Basin Fund Inc | 2022-11-14 | 200,735 | 2.41 | 483,771 |
Holding Weightings of Erik Mervin Herzfeld
Erik Mervin Herzfeld Form 4 Trading Tracker
According to the SEC Form 4 filings, Erik Mervin Herzfeld has made a total of 4 transactions in Herzfeld Caribbean Basin Fund Inc (CUBA) over the past 5 years, including 1 buys and 3 sells. The most-recent trade in Herzfeld Caribbean Basin Fund Inc is the sale of 33,365 shares on November 14, 2022, which brought Erik Mervin Herzfeld around $166,158.
Insider Trading History of Erik Mervin Herzfeld
- 1
Erik Mervin Herzfeld Trading Performance
GuruFocus tracks the stock performance after each of Erik Mervin Herzfeld's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Erik Mervin Herzfeld is 4.89%. GuruFocus also compares Erik Mervin Herzfeld's trading performance to market benchmark return within the same time period. The performance of stocks bought by Erik Mervin Herzfeld within 3 months outperforms 6 times out of 10 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Erik Mervin Herzfeld's insider trading performs compared to the benchmark.
Performance of Erik Mervin Herzfeld
Average Return
2.78%
Outperforming Transactions
70%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.59 | 4.89 | 4.18 | 2.78 | -5.25 | -4.9 |
| Relative Return to S&P 500(%) | -0.27 | -0.8 | -7.62 | -13.8 | -18.67 | -18.14 |
Erik Mervin Herzfeld Ownership Network
Ownership Network List of Erik Mervin Herzfeld
Ownership Network Relation of Erik Mervin Herzfeld
Erik Mervin Herzfeld Owned Company Details
What does Herzfeld Caribbean Basin Fund Inc do?
Who are the key executives at Herzfeld Caribbean Basin Fund Inc?
Erik Mervin Herzfeld is the Portfolio Manager of Herzfeld Caribbean Basin Fund Inc. Other key executives at Herzfeld Caribbean Basin Fund Inc include director & President Thomas J Herzfeld , other: Portfolio Manager Ryan M Paylor , and Secretary/Treasurer Cecilia L Gondor .
Herzfeld Caribbean Basin Fund Inc (CUBA) Insider Trades Summary
Over the past 18 months, Erik Mervin Herzfeld made 1 insider transaction in Herzfeld Caribbean Basin Fund Inc (CUBA) with a net sale of 33,365. Other recent insider transactions involving Herzfeld Caribbean Basin Fund Inc (CUBA) include a net sale of 71,983 shares made by Thomas J Herzfeld , a net sale of 615 shares made by Ryan M Paylor ,
In summary, during the past 3 months, insiders sold 0 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 105,963 shares of Herzfeld Caribbean Basin Fund Inc (CUBA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 105,963 shares.
Herzfeld Caribbean Basin Fund Inc (CUBA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Herzfeld Caribbean Basin Fund Inc Insider Transactions
Erik Mervin Herzfeld Mailing Address
Above is the net worth, insider trading, and ownership report for Erik Mervin Herzfeld. You might contact Erik Mervin Herzfeld via mailing address: The Herzfeld Caribbean Basin Fund Inc., 119 Washington Ave. Suite 504, Miami Beach Fl 33139.
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