Jerry Dorost - Net Worth and Insider Trading
Jerry Dorost Net Worth
The estimated net worth of Jerry Dorost is at least $38,240 dollars as of 2024-12-28. Jerry Dorost is the Portfolio Manager of COHEN & STEERS TAX-ADV PRD SEC AND INC and owns about 2,000 shares of COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) stock worth over $38,240. Jerry Dorost is also the Portfolio Manager of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. and owns about 0 shares of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) stock worth over $0. Details can be seen in Jerry Dorost'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 Jerry Dorost has not made any transactions after 2022-12-28 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jerry Dorost
Jerry Dorost Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jerry Dorost owns 5 companies in total, including Cohen & Steers REIT and Preferred Income Fund Inc (RNP) , Cohen & Steers Select Preferred and Income Fund Inc (PSF) , and Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) among others .
Click here to see the complete history of Jerry Dorost’s form 4 insider trades.
Insider Ownership Summary of Jerry Dorost
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| RNP | Cohen & Steers REIT and Preferred Income Fund Inc | 2022-04-30 | other: Portfolio Manager |
| PSF | Cohen & Steers Select Preferred and Income Fund Inc | 2022-04-30 | other: Portfolio Manager |
| LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 2022-12-28 | Vice President & other: Portfolio Manager |
 | | 2022-12-28 | Vice President & other: Portfolio Manager |
| | 2022-02-24 | Vice President & other: Portfolio Manager |
Jerry Dorost Latest Holdings Summary
Jerry Dorost currently owns a total of 2 stocks. Among these stocks, Jerry Dorost owns 2,000 shares of COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) as of December 28, 2022, with a value of $38,240 and a weighting of 100%. Jerry Dorost also owns 0 shares of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) as of December 28, 2022, with a value of $0 and a weighting of 0%.
Latest Holdings of Jerry Dorost
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PTA | COHEN & STEERS TAX-ADV PRD SEC AND INC | 2022-12-28 | 2,000 | 19.12 | 38,240 |
| LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 2022-12-28 | 0 | 20.25 | 0 |
Holding Weightings of Jerry Dorost
Jerry Dorost Form 4 Trading Tracker
According to the SEC Form 4 filings, Jerry Dorost has made a total of 1 transactions in COHEN & STEERS TAX-ADV PRD SEC AND INC (PTA) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in COHEN & STEERS TAX-ADV PRD SEC AND INC is the acquisition of 2,000 shares on December 28, 2022, which cost Jerry Dorost around $35,140.
According to the SEC Form 4 filings, Jerry Dorost has made a total of 1 transactions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. is the sale of 1,210 shares on December 28, 2022, which brought Jerry Dorost around $22,494.
Insider Trading History of Jerry Dorost
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Jerry Dorost Trading Performance
GuruFocus tracks the stock performance after each of Jerry Dorost's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jerry Dorost is -2.9%. GuruFocus also compares Jerry Dorost's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jerry Dorost within 3 months outperforms 0 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 Jerry Dorost's insider trading performs compared to the benchmark.
Performance of Jerry Dorost
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.98 | | | | | |
| Relative Return to S&P 500(%) | 5.38 | | | | | |
Jerry Dorost Ownership Network
Jerry Dorost Owned Company Details
What does Cohen & Steers REIT and Preferred Income Fund Inc do?
Who are the key executives at Cohen & Steers REIT and Preferred Income Fund Inc?
Jerry Dorost is the other: Portfolio Manager of Cohen & Steers REIT and Preferred Income Fund Inc. Other key executives at Cohen & Steers REIT and Preferred Income Fund Inc include Vice President & other: Portfolio Manager William F Scapell , other: Portfolio Manager Elaine Zaharis-nikas , and See Remarks Edward C Delk .
Cohen & Steers REIT and Preferred Income Fund Inc (RNP) Insider Trades Summary
Over the past 18 months, Jerry Dorost made no insider transaction in Cohen & Steers REIT and Preferred Income Fund Inc (RNP). Other recent insider transactions involving Cohen & Steers REIT and Preferred Income Fund Inc (RNP) include a net purchase of 144 shares made by William F Scapell , and a net purchase of 125 shares made by Ramona Lynn Rogers-windsor .
In summary, during the past 3 months, insiders sold 0 shares of Cohen & Steers REIT and Preferred Income Fund Inc (RNP) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Cohen & Steers REIT and Preferred Income Fund Inc (RNP) were sold and 269 shares were bought by its insiders, resulting in a net purchase of 269 shares.
Cohen & Steers REIT and Preferred Income Fund Inc (RNP)'s detailed insider trading history can be found in Insider Trading Tracker table.
Cohen & Steers REIT and Preferred Income Fund Inc Insider Transactions
Jerry Dorost Mailing Address
Above is the net worth, insider trading, and ownership report for Jerry Dorost. You might contact Jerry Dorost via mailing address: 280 Park Avenue, New York Ny 10017.
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