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EdgarHawk

Robert Young L

2 filings analyzed · 2 companies · Latest 2024-07-02

Companies

Company Buys Sells Direction
Nuveen Quality Municipal Income Fund NAD 1 0 Net buying
Nuveen Municipal Credit Income Fund NZF 1 0 Net buying

Activity

July 2024
Buy
16,977 shares
$199,989
Significance 7/10

Robert Young L purchased 16,977 shares of NAD at $11.78 (July 2, 2024), doubling holdings to 32,727 shares; strong prior timing track record.

Robert Young L purchased 16,977 shares of Nuveen Quality Municipal Income Fund (NAD) at $11.78 on 2024-07-02 for $199,989.06, increasing his holdings by 107.8% from 15,750 to 32,727 shares. His cross-ticker track record shows 3 prior open-market buys with a 100.00% 90-day win rate and average 90-day returns of +3.4%, and his single prior purchase at NAD on 2023-11-17 returned +5.6% over 90 days—demonstrating consistent pattern of well-timed entries at this ticker and across his portfolio. The current price of $11.76 is -0.4% from the 52-week high of $11.81 and reflects a 30-day gain of +4.6%, placing the insider's entry near recent strength in the municipal income space. This large, discrete accumulation by an insider with demonstrated timing accuracy warrants investor attention to NAD's relative value proposition and dividend sustainability.

Buy
16,131 shares
$200,024
Significance 5/10

Robert Young L purchased 16,131 shares of NZF at $12.40; first position post-initiation

Robert Young L initiated a position in Nuveen Municipal Credit Income Fund with a purchase of 16,131 shares at $12.40, representing a $200,024.40 total investment. The purchase occurred near the 52-week high ($12.43), with the current price at $12.38 reflecting a -0.4% gap from the peak. Across his cross-ticker open-market history, the insider has posted a 100.00% 90-day win rate on 3 prior buys with an average 90-day return of +3.4%, suggesting a consistent pattern of favorable post-purchase outcomes. The 30-day appreciation of +3.9% and 90-day appreciation of +3.3% at this ticker since the transaction date align with his historical success rate, though this represents his initial entry into NZF and thus cannot be evaluated against prior same-ticker transactions.

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