Meggers Julie Ann
CIK: 0001909668
Meggers Julie Ann's purchase track record
How the stock did after each of Meggers Julie Ann's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
Purchases measured
3
of 3 since March 23, 2022
Stock higher 6 months later
33%
3 months: 0%
Median 6-month return
-4.0%
3 months: -10.6%
Beat the S&P 500
67%
median +3.9% vs. index
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 12/14/2022 | PDO | $286K | -10.5% | -4.0% | +9.4% |
| 8/5/2022 | PDO | $100K | -10.6% | +4.7% | -0.2% |
| 3/23/2022 | PDO | $218K | -15.8% | -11.1% | -14.9% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
this person other insiders at PDO
Transaction History
| PDO | ▲ Buy | Open Market | 20,000 | $286K | 12/14/2022 | View on chart |
| PDO | ▲ Buy | Open Market | 6,500 | $100K | 8/5/2022 | View on chart |
| PDO | ▲ Buy | Open Market | 13,000 | $218K | 3/23/2022 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
Analysis suggests PTY may outperform PDO structurally
A recent analysis argues that PTY is positioned to outperform PDO due to structural reasons. This comparison highlights potential relative performance dynamics for investors monitoring the fund. PDO currently trades within a 52-week range of $11.51 to $14.25, with a trailing P/E of 9.3.
Analysis suggests PTY may outperform PDO structurally. A recent analysis argues that PTY is positioned to outperform PDO due to structural reasons. This comparison highlights potential relative performance dynamics for investors monitoring the fund. PDO currently trades within a 52-week range of $11.51 to $14.25, with a trailing P/E of 9.3.