Ramon De Oliveira - Net Worth and Insider Trading

Ramon De Oliveira Net Worth

The estimated net worth of Ramon De Oliveira is at least $843,085 dollars as of 2023-03-31. Ramon De Oliveira is the Director of Equitable Holdings Inc and owns about 34,133 shares of Equitable Holdings Inc (EQH) stock worth over $843,085. Details can be seen in Ramon De Oliveira's Latest Holdings Summary section.

Transaction Summary of Ramon De Oliveira

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Ramon De Oliveira Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Ramon De Oliveira owns 7 companies in total, including AllianceBernstein Holding LP (AB) , Equitable Holdings Inc (EQH) , and The Hartford Financial Services Group Inc (HIG) among others .

Click here to see the complete history of Ramon De Oliveira’s form 4 insider trades.

Insider Ownership Summary of Ramon De Oliveira

Ticker Comapny Transaction Date Type of Owner
AB AllianceBernstein Holding LP 2017-04-29 director
EQH Equitable Holdings Inc 2018-05-09 director
HIG The Hartford Financial Services Group Inc 2005-07-22 director
SDS ProShares UltraShort S&P500 -2x Shares 2005-08-11 director
AWF Alliancebernstein Glb High Inc Fund Inc 2017-04-29 other: Director of Fund's Adviser
AFB Alliancebernstein National Muni Inc Fd 2017-04-29 other: Director of Fund's Adviser
AKP Alliance California Municipal Income Fund Inc 2017-04-29 other: Director of Fund's Adviser

Ramon De Oliveira Latest Holdings Summary

Ramon De Oliveira currently owns a total of 1 stock. Ramon De Oliveira owns 34,133 shares of Equitable Holdings Inc (EQH) as of March 6, 2020, with a value of $843,085.

Latest Holdings of Ramon De Oliveira

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
EQH Equitable Holdings Inc 2020-03-06 34,133 24.70 843,085

Holding Weightings of Ramon De Oliveira


Ramon De Oliveira Form 4 Trading Tracker

According to the SEC Form 4 filings, Ramon De Oliveira has made a total of 2 transactions in Equitable Holdings Inc (EQH) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Equitable Holdings Inc is the acquisition of 12,890 shares on March 6, 2020, which cost Ramon De Oliveira around $249,550.

Insider Trading History of Ramon De Oliveira

Ticker
Company
Date
Buy/Sell
Insider Trading Shares
Shares Change
Price
Cost
Final Share
Current Price
Price Change Since Insider Trade (%)
Filing Date
EQH
Equitable Holdings Inc
2020-03-06
Buy
12,890.00
60.68%
$19.36
$249,550.00
34,133.00
$24.70
27.58%
-
EQH
Equitable Holdings Inc
2018-05-10
Buy
4,000.00
100.00%
$20.00
$80,000.00
4,000.00
$24.70
23.50%
-
Total 2
  • 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.

Ramon De Oliveira Trading Performance

GuruFocus tracks the stock performance after each of Ramon De Oliveira's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Ramon De Oliveira is 11.5%. GuruFocus also compares Ramon De Oliveira's trading performance to market benchmark return within the same time period. The performance of stocks bought by Ramon De Oliveira 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 Ramon De Oliveira'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 Ramon De Oliveira

Average Relative Return

36.34%

Average relative return per transaction

Outperforming Transactions

100%

2 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -10.23 11.5 8.55 36.34 10.79 19.01
Relative Return to S&P 500(%) -6.06 5.75 -0.17 18.81 -1.45 5.88

Ramon De Oliveira Ownership Network

Ownership Network List of Ramon De Oliveira

No Data

Ownership Network Relation of Ramon De Oliveira


Ramon De Oliveira Owned Company Details

What does AllianceBernstein Holding LP do?

AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. At the end of February 2023, AB had $665 billion in managed assets, composed primarily of fixed-income (39% of AUM) and equity (42%) strategies, with other investments (made up of asset allocation services and certain other alternative investments) accounting for the remainder. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary.

Who are the key executives at AllianceBernstein Holding LP?

Ramon De Oliveira is the director of AllianceBernstein Holding LP. Other key executives at AllianceBernstein Holding LP include Head & Gl. Cl. Grp. & Pr. Wlth. Onur Erzan , Head of Global Tech and Ops Karl Sprules , and CFO and Head of Strategy Ali Dibadj .

AllianceBernstein Holding LP (AB) Insider Trades Summary

Over the past 18 months, Ramon De Oliveira made no insider transaction in AllianceBernstein Holding LP (AB). Other recent insider transactions involving AllianceBernstein Holding LP (AB) include a net sale of 10,000 shares made by Mark R Manley , a net sale of 77,000 shares made by Karl Sprules , and a net sale of 12,500 shares made by Kate C Burke .

In summary, during the past 3 months, insiders sold 12,500 shares of AllianceBernstein Holding LP (AB) in total and bought 0 shares, with a net sale of 12,500 shares. During the past 18 months, 100,900 shares of AllianceBernstein Holding LP (AB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 100,900 shares.

AllianceBernstein Holding LP (AB)'s detailed insider trading history can be found in Insider Trading Tracker table.

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AllianceBernstein Holding LP Insider Transactions

20/Page
Total 0
Ticker
Insider
Position
Date
Buy/Sell
Shares
Shares Owned
Trade Price($)
Trade Percentage(%)
Cost($1000)
Price change since trade(%)
Share ownership details
Filing Date
20/Page
Total 0

Ramon De Oliveira Mailing Address

Above is the net worth, insider trading, and ownership report for Ramon De Oliveira. You might contact Ramon De Oliveira via mailing address: C/o Logan Pass Partners Ll C, 420 Lexington Ave Suite 1820, New York Ny 10170.