Joshua Lefkowitz - Net Worth and Insider Trading
Joshua Lefkowitz Net Worth
The estimated net worth of Joshua Lefkowitz is at least $8,966 dollars as of 2024-12-26. Joshua Lefkowitz is the CCO, CLO & Secretary of Carlyle Credit Income Fund and owns about 1,118 shares of Carlyle Credit Income Fund (CCIF) stock worth over $8,966. Details can be seen in Joshua Lefkowitz'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 Joshua Lefkowitz has not made any transactions after 2023-12-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Joshua Lefkowitz
Joshua Lefkowitz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joshua Lefkowitz owns 1 companies in total, including Carlyle Credit Income Fund (CCIF) .
Click here to see the complete history of Joshua Lefkowitz’s form 4 insider trades.
Insider Ownership Summary of Joshua Lefkowitz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CCIF | Carlyle Credit Income Fund | 2023-12-21 | CCO & CLO & Secretary |
Joshua Lefkowitz Latest Holdings Summary
Joshua Lefkowitz currently owns a total of 1 stock. Joshua Lefkowitz owns 1,118 shares of Carlyle Credit Income Fund (CCIF) as of December 21, 2023, with a value of $8,966.
Latest Holdings of Joshua Lefkowitz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CCIF | Carlyle Credit Income Fund | 2023-12-21 | 1,118 | 8.02 | 8,966 |
Holding Weightings of Joshua Lefkowitz
Joshua Lefkowitz Form 4 Trading Tracker
According to the SEC Form 4 filings, Joshua Lefkowitz has made a total of 1 transactions in Carlyle Credit Income Fund (CCIF) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Carlyle Credit Income Fund is the acquisition of 1,118 shares on December 21, 2023, which cost Joshua Lefkowitz around $8,765.
Insider Trading History of Joshua Lefkowitz
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Joshua Lefkowitz Trading Performance
GuruFocus tracks the stock performance after each of Joshua Lefkowitz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joshua Lefkowitz is 1.02%. GuruFocus also compares Joshua Lefkowitz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joshua Lefkowitz 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 Joshua Lefkowitz's insider trading performs compared to the benchmark.
Performance of Joshua Lefkowitz
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.38 | | | | | |
| Relative Return to S&P 500(%) | -2.34 | | | | | |
Joshua Lefkowitz Ownership Network
Joshua Lefkowitz Owned Company Details
What does Carlyle Credit Income Fund do?
Who are the key executives at Carlyle Credit Income Fund?
Joshua Lefkowitz is the CCO & CLO & Secretary of Carlyle Credit Income Fund. Other key executives at Carlyle Credit Income Fund include PFO & PAO & Treasurer Nelson Joseph , director & Principal Executive Officer Lauren Michelle Basmadjian , and other: Portfolio Manager Nishil Mehta .
Carlyle Credit Income Fund (CCIF) Insider Trades Summary
Over the past 18 months, Joshua Lefkowitz made 1 insider transaction in Carlyle Credit Income Fund (CCIF) with a net purchase of 1,118. Other recent insider transactions involving Carlyle Credit Income Fund (CCIF) include a net purchase of 30,358 shares made by Joan Y Mccabe , a net purchase of 4,785,628 shares made by Cg Subsidiary Holdings L.l.c. , and a net purchase of 10,388 shares made by Sanjeev Handa .
In summary, during the past 3 months, insiders sold 0 shares of Carlyle Credit Income Fund (CCIF) in total and bought 22,467 shares, with a net purchase of 22,467 shares. During the past 18 months, 0 shares of Carlyle Credit Income Fund (CCIF) were sold and 4,856,842 shares were bought by its insiders, resulting in a net purchase of 4,856,842 shares.
Carlyle Credit Income Fund (CCIF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Carlyle Credit Income Fund Insider Transactions
Joshua Lefkowitz Mailing Address
Above is the net worth, insider trading, and ownership report for Joshua Lefkowitz. You might contact Joshua Lefkowitz via mailing address: C/o The Carlyle Group, 520 Madison Ave, 38th Floor, New York Ny 10022.
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