Julia Sze - Net Worth and Insider Trading
Julia Sze Net Worth
The estimated net worth of Julia Sze is at least $2 Million dollars as of 2024-12-01. Julia Sze is the Director of Cavco Industries Inc and owns about 2,861 shares of Cavco Industries Inc (CVCO) stock worth over $1 Million. Julia Sze is also the Director of Turtle Beach Corp and owns about 18,453 shares of Turtle Beach Corp (HEAR) stock worth over $319,421. Details can be seen in Julia Sze's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Julia Sze has not made any transactions after 2024-11-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Julia Sze
Julia Sze Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Julia Sze owns 2 companies in total, including Cavco Industries Inc (CVCO) , and Turtle Beach Corp (HEAR) .
Click here to see the complete history of Julia Sze’s form 4 insider trades.
Insider Ownership Summary of Julia Sze
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CVCO | Cavco Industries Inc | 2024-11-08 | director |
| HEAR | Turtle Beach Corp | 2023-05-11 | director |
Julia Sze Latest Holdings Summary
Julia Sze currently owns a total of 2 stocks. Among these stocks, Julia Sze owns 2,861 shares of Cavco Industries Inc (CVCO) as of November 8, 2024, with a value of $1 Million and a weighting of 82.17%. Julia Sze also owns 18,453 shares of Turtle Beach Corp (HEAR) as of May 11, 2023, with a value of $319,421 and a weighting of 17.83%.
Latest Holdings of Julia Sze
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CVCO | Cavco Industries Inc | 2024-11-08 | 2,861 | 514.50 | 1,471,985 |
| HEAR | Turtle Beach Corp | 2023-05-11 | 18,453 | 17.31 | 319,421 |
Holding Weightings of Julia Sze
Julia Sze Form 4 Trading Tracker
According to the SEC Form 4 filings, Julia Sze has made a total of 1 transactions in Cavco Industries Inc (CVCO) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Cavco Industries Inc is the sale of 125 shares on November 8, 2024, which brought Julia Sze around $57,335.
According to the SEC Form 4 filings, Julia Sze has made a total of 1 transactions in Turtle Beach Corp (HEAR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Turtle Beach Corp is the acquisition of 5,000 shares on May 11, 2023, which cost Julia Sze around $55,150.
Insider Trading History of Julia Sze
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Julia Sze Trading Performance
GuruFocus tracks the stock performance after each of Julia Sze's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Julia Sze is 9.19%. GuruFocus also compares Julia Sze's trading performance to market benchmark return within the same time period. The performance of stocks bought by Julia Sze within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Julia Sze's insider trading performs compared to the benchmark.
Performance of Julia Sze
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.05 | | | | | |
| Relative Return to S&P 500(%) | -4.12 | | | | | |
Julia Sze Ownership Network
Julia Sze Owned Company Details
What does Cavco Industries Inc do?
Who are the key executives at Cavco Industries Inc?
Julia Sze is the director of Cavco Industries Inc. Other key executives at Cavco Industries Inc include President & Financial Services Jack S Brandom , Chief Accounting Officer Paul Bigbee , and Senior Vice President Steven K. Like .
Cavco Industries Inc (CVCO) Insider Trades Summary
Over the past 18 months, Julia Sze made 1 insider transaction in Cavco Industries Inc (CVCO) with a net sale of 125. Other recent insider transactions involving Cavco Industries Inc (CVCO) include a net sale of 450 shares made by Paul Bigbee , a net sale of 8,000 shares made by Steven G Bunger , and a net sale of 4,105 shares made by Steven K. Like .
In summary, during the past 3 months, insiders sold 7,813 shares of Cavco Industries Inc (CVCO) in total and bought 0 shares, with a net sale of 7,813 shares. During the past 18 months, 18,537 shares of Cavco Industries Inc (CVCO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 18,537 shares.
Cavco Industries Inc (CVCO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Cavco Industries Inc Insider Transactions
Julia Sze Mailing Address
Above is the net worth, insider trading, and ownership report for Julia Sze. You might contact Julia Sze via mailing address: C/o 3636 N. Central Avenue, Suite 1200, Phoenix Az 85012.
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