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 2022-12-02. 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 $108,240. Details can be seen in Monica C Lozano's Latest Holdings Summary section.

Transaction Summary of Monica C Lozano

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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 (MPE) , Target Corp (TGT) , and Tenet Healthcare Corp (THC) 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
MPE Bank of America Corp 2020-04-22 director
TGT Target Corp 2016-03-09 director
THC Tenet Healthcare Corp 2003-06-30 director
BAC Bank of America Corp 2016-04-27 director
AAPL 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 98.08%. Monica C Lozano also owns 3,000 shares of Bank of America Corp (BAC) as of January 22, 2010, with a value of $108,240 and a weighting of 1.92%.

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 99.43 5,532,683
BAC Bank of America Corp 2010-01-22 3,000 36.08 108,240

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

Ticker Company Date Buy/Sell Insider Trading Shares Shares Change Price Cost Final Share Current Price Price Change Since Insider Trade (%) Filing Date
DIS
The Walt Disney Co
2015-02-09 Sell
6,000.00
-9.80%
$101.57
$609,420.00
55,199.35
$99.43
-2.11%
-
DIS
The Walt Disney Co
2014-02-10 Sell
6,000.00
-10.24%
$75.67
$454,020.00
52,588.15
$99.43
31.40%
-
DIS
The Walt Disney Co
2013-02-11 Sell
6,000.00
-10.76%
$54.74
$328,440.00
49,758.95
$99.43
81.64%
-
DIS
The Walt Disney Co
2012-03-01 Sell
4,500.00
-9.07%
$42.35
$190,575.00
45,131.55
$99.43
134.78%
-
DIS
The Walt Disney Co
2011-02-22 Sell
6,000.00
0%
$42.87
$257,220.00
0
$99.43
131.93%
-
BAC
Bank of America Corp
2010-01-22 Buy
2,000.00
200.00%
$15.21
$30,420.00
3,000.00
$36.08
137.21%
-
BAC
Bank of America Corp
2007-06-11 Buy
1,000.00
100.00%
$49.99
$49,990.00
1,000.00
$36.08
-27.83%
-
Total 7
  • 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


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.