Michael Summersgill

Track

Insider profile

Performance

Overall performance

3.2

Performance over holding periods

4.2

	30 days	90 days	120 days
Average return	-1%	8.2%	15.1%
Success rate	22%	68%	82%
Transactions	12 33% Buy	34 71% Buy	47 69% Buy

Ranking by holding-period performance

Performance for realised trades

4.4

Average return	33%
Success rate	73%
Average holding period	220
Transactions	28

Ranking by realised performance

AJ Bell PLC

Michael Summersgill's trades of AJ Bell PLC's stock

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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings

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Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other

Notification date	Transaction date	Company	B/S Transaction type	Nb. shares Price Value	Number of shares	Price	Value	Details
2024-05-29	2024-05-28	AJ Bell PLC (AJB)	S Sale	17,969 491.08 £3,808,293	17,969	491.08	£3,808,293
2024-05-29	2024-05-24	AJ Bell PLC (AJB)	S Sale	77,663 162.26 £237,521	77,663	162.26	£237,521
2023-04-12	2023-04-06	AJ Bell PLC (AJB)	B Purchase	20,229 325.04 £2,698,073	20,229	325.04	£2,698,073
2023-04-12	2023-04-06	AJ Bell PLC (AJB)	B Purchase	4,557 3.29 £14,997	4,557	3.29	£14,997
2023-04-12	2023-04-06	AJ Bell PLC (AJB)	S Sale	12,153 3.29 £39,996	12,153	3.29	£39,996
2022-12-05	2022-12-01	AJ Bell PLC (AJB)	S Sale	67,500 3.66 £247,181	67,500	3.66	£247,181
2022-05-31	2022-05-26	AJ Bell PLC (AJB)	B Purchase	3,454 2.61 £8,998	3,454	2.61	£8,998
2022-05-31	2022-05-26	AJ Bell PLC (AJB)	B Purchase	7,677 2.61 £19,999	7,677	2.61	£19,999
2022-05-31	2022-05-26	AJ Bell PLC (AJB)	S Sale	22,268 2.61 £58,008	22,268	2.61	£58,008
2020-12-04	2020-12-03	AJ Bell PLC (AJB)	S Sale	132,478 4.35 £575,917	132,478	4.35	£575,917
2020-05-22	2020-05-21	AJ Bell PLC (AJB)	S Sale	5,000 4.49 £22,432	5,000	4.49	£22,432
2019-12-12	2019-12-11	AJ Bell PLC (AJB)	S Sale	435,809 4.00 £1,743,236	435,809	4.00	£1,743,236
2018-12-12	2018-12-07	AJ Bell PLC (AJB)	S Sale	697,938 1.00 £697,938	697,938	1.00	£697,938