Monica C Lozano - Net Worth and Insider Trading

Monica C Lozano Net Worth

The estimated net worth of Monica C Lozano is at least $6 Million dollars as of 2024-03-04. Monica C Lozano is the Director of The Walt Disney Co and owns about 55,644 shares of The Walt Disney Co (DIS) stock worth over $6 Million. Monica C Lozano is also the Director of Bank of America Corp and owns about 3,000 shares of Bank of America Corp (BAC) stock worth over $103,050. Details can be seen in Monica C Lozano's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Monica C Lozano has not made any transactions after 2015-06-04 and currently still holds the listed stock(s).

Transaction Summary of Monica C Lozano

To

Monica C Lozano Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Monica C Lozano owns 5 companies in total, including Bank of America Corp () , Target Corp () , and Tenet Healthcare Corp () among others .

Click here to see the complete history of Monica C Lozano’s form 4 insider trades.

Insider Ownership Summary of Monica C Lozano

Ticker Comapny Transaction Date Type of Owner
Bank of America Corp 2020-04-22 director
Target Corp 2016-03-09 director
Tenet Healthcare Corp 2003-06-30 director
Bank of America Corp 2016-04-27 director
Apple Inc 2021-01-04 director

Monica C Lozano Latest Holdings Summary

Monica C Lozano currently owns a total of 2 stocks. Among these stocks, Monica C Lozano owns 55,644 shares of The Walt Disney Co (DIS) as of June 4, 2015, with a value of $6 Million and a weighting of 98.37%. Monica C Lozano also owns 3,000 shares of Bank of America Corp (BAC) as of January 22, 2010, with a value of $103,050 and a weighting of 1.63%.

Latest Holdings of Monica C Lozano

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
DIS The Walt Disney Co 2015-06-04 55,644 111.95 6,229,346
BAC Bank of America Corp 2010-01-22 3,000 34.35 103,050

Holding Weightings of Monica C Lozano


Monica C Lozano Form 4 Trading Tracker

According to the SEC Form 4 filings, Monica C Lozano has made a total of 0 transactions in The Walt Disney Co (DIS) over the past 5 years. The most-recent trade in The Walt Disney Co is the sale of 397 shares on June 4, 2015, which brought Monica C Lozano around $43,948.

According to the SEC Form 4 filings, Monica C Lozano has made a total of 0 transactions in Bank of America Corp (BAC) over the past 5 years. The most-recent trade in Bank of America Corp is the acquisition of 2,000 shares on January 22, 2010, which cost Monica C Lozano around $30,420.

Insider Trading History of Monica C Lozano

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.

Monica C Lozano Trading Performance

GuruFocus tracks the stock performance after each of Monica C Lozano's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Monica C Lozano is 11.62%. GuruFocus also compares Monica C Lozano's trading performance to market benchmark return within the same time period. The performance of stocks bought by Monica C Lozano 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 Monica C Lozano'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 Monica C Lozano

Average Relative Return

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(%) 2.86 11.62 -9.56 -23.32 -40.12 -20.42
Relative Return to S&P 500(%) 1.79 7.51 -8.6 -26.35 -34.59 -20.8

Monica C Lozano Ownership Network

Ownership Network List of Monica C Lozano

No Data

Ownership Network Relation of Monica C Lozano


Monica C Lozano Owned Company Details

What does Bank of America Corp do?

Who are the key executives at Bank of America Corp?

Monica C Lozano is the director of Bank of America Corp. Other key executives at Bank of America Corp include director & Chairman and CEO Brian T Moynihan , 10 percent owner Berkshire Hathaway Inc , and 10 percent owner Warren E Buffett .

Bank of America Corp () Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Bank of America Corp () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Bank of America Corp () were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Bank of America Corp ()'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Bank of America Corp Insider Transactions

No Available Data

Monica C Lozano Mailing Address

Above is the net worth, insider trading, and ownership report for Monica C Lozano. Currently GuruFocus does not have mailing address information for Monica C Lozano.

Discussions on Monica C Lozano

No discussions yet.