Mark Stoeckle

Insider profile

Currently holds positions in Adams Natural Resources Fund Inc and Adams Diversified Equity Fund Inc

Performance

Overall performance
2.0
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 0% 8.2% 15.1%
Success rate 82% 68% 82%
Transactions
3 67% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -21%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Chief Executive Officer, Director Adams Natural Resources Fund Inc Feb. 14, 2013 -
President, Chief Executive Officer, Director Adams Diversified Equity Fund Inc Jan. 21, 2015 -
Chief Executive Officer, Director Adams Diversified Equity Fund Inc Feb. 14, 2013 - Jan. 21, 2015
Chief Executive Officer Adams Natural Resources Fund Inc Feb. 11, 2013 - Feb. 14, 2013
Mark Stoeckle's trades of Adams Diversified Equity Fund Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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
2022-02-04 2022-02-03
B Purchase
29,969 -31.9%
323.64
US$873,807 		29,969 -31.9% 323.64 US$873,807
2017-04-27 2017-04-26
S Sale
99,054 -46.3%
326.27
US$4,160,785 		99,054 -46.3% 326.27 US$4,160,785
2014-04-21 2014-04-17
B Purchase
7,827 +26.6%
243.07
US$1,828,150 		7,827 +26.6% 243.07 US$1,828,150