Milton M Irvin - Net Worth and Insider Trading
Milton M Irvin Net Worth
The estimated net worth of Milton M Irvin is at least $88,452 dollars as of 2024-04-29. Milton M Irvin is the Director of Liberty All Star Equity Fund and owns about 6,858 shares of Liberty All Star Equity Fund (USA) stock worth over $46,145. Milton M Irvin is also the Director of Liberty All Star Growth Fund Inc and owns about 8,223 shares of Liberty All Star Growth Fund Inc (ASG) stock worth over $42,307. Details can be seen in Milton M Irvin's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Milton M Irvin has not made any transactions after 2023-08-29 and currently still holds the listed stock(s).
Transaction Summary of Milton M Irvin
Milton M Irvin Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Milton M Irvin owns 2 companies in total, including Liberty All Star Growth Fund Inc (ASG) , and Liberty All Star Equity Fund (USA) .
Click here to see the complete history of Milton M Irvin’s form 4 insider trades.
Insider Ownership Summary of Milton M Irvin
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ASG | Liberty All Star Growth Fund Inc | 2023-08-29 | other: Trustee |
| USA | Liberty All Star Equity Fund | 2023-08-29 | other: Trustee |
Milton M Irvin Latest Holdings Summary
Milton M Irvin currently owns a total of 2 stocks. Among these stocks, Milton M Irvin owns 6,858 shares of Liberty All Star Equity Fund (USA) as of August 29, 2023, with a value of $46,145 and a weighting of 52.17%. Milton M Irvin also owns 8,223 shares of Liberty All Star Growth Fund Inc (ASG) as of August 29, 2023, with a value of $42,307 and a weighting of 47.83%.
Latest Holdings of Milton M Irvin
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| USA | Liberty All Star Equity Fund | 2023-08-29 | 6,858 | 6.73 | 46,145 |
| ASG | Liberty All Star Growth Fund Inc | 2023-08-29 | 8,223 | 5.15 | 42,307 |
Holding Weightings of Milton M Irvin
Milton M Irvin Form 4 Trading Tracker
According to the SEC Form 4 filings, Milton M Irvin has made a total of 2 transactions in Liberty All Star Equity Fund (USA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Liberty All Star Equity Fund is the acquisition of 1,000 shares on August 29, 2023, which cost Milton M Irvin around $6,320.
According to the SEC Form 4 filings, Milton M Irvin has made a total of 3 transactions in Liberty All Star Growth Fund Inc (ASG) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Liberty All Star Growth Fund Inc is the acquisition of 1,000 shares on August 29, 2023, which cost Milton M Irvin around $5,270.
Insider Trading History of Milton M Irvin
- 1
Milton M Irvin Trading Performance
GuruFocus tracks the stock performance after each of Milton M Irvin's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Milton M Irvin is 11.33%. GuruFocus also compares Milton M Irvin's trading performance to market benchmark return within the same time period. The performance of stocks bought by Milton M Irvin within 3 months outperforms 4 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Milton M Irvin's insider trading performs compared to the benchmark.
Performance of Milton M Irvin
Average Return
35.54%
Outperforming Transactions
71%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.94 | 11.33 | 17.88 | 35.54 | 19.99 | 7.55 |
| Relative Return to S&P 500(%) | 1.59 | 4.01 | 4.8 | 8.37 | -2.07 | -8.41 |
Milton M Irvin Ownership Network
Ownership Network List of Milton M Irvin
Ownership Network Relation of Milton M Irvin
Milton M Irvin Owned Company Details
What does Liberty All Star Growth Fund Inc do?
Who are the key executives at Liberty All Star Growth Fund Inc?
Milton M Irvin is the other: Trustee of Liberty All Star Growth Fund Inc. Other key executives at Liberty All Star Growth Fund Inc include Vice President Mark T Haley , Vice President of the Funds Robert Milas , and other: Trustee Maureen K Usifer .
Liberty All Star Growth Fund Inc (ASG) Insider Trades Summary
Over the past 18 months, Milton M Irvin made 1 insider transaction in Liberty All Star Growth Fund Inc (ASG) with a net purchase of 1,000. Other recent insider transactions involving Liberty All Star Growth Fund Inc (ASG) include a net purchase of 5,750 shares made by Mark T Haley , a net purchase of 6,300 shares made by Edmund J Burke , and a net purchase of 2,325 shares made by Robert Milas .
In summary, during the past 3 months, insiders sold 0 shares of Liberty All Star Growth Fund Inc (ASG) in total and bought 10,125 shares, with a net purchase of 10,125 shares. During the past 18 months, 0 shares of Liberty All Star Growth Fund Inc (ASG) were sold and 20,750 shares were bought by its insiders, resulting in a net purchase of 20,750 shares.
Liberty All Star Growth Fund Inc (ASG)'s detailed insider trading history can be found in Insider Trading Tracker table.
Liberty All Star Growth Fund Inc Insider Transactions
Milton M Irvin Mailing Address
Above is the net worth, insider trading, and ownership report for Milton M Irvin. You might contact Milton M Irvin via mailing address: C/o Liberty All-star Funds, 1290 Broadway, Suite 1100, Denver Co 80203.
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