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Insider Trading Intelligence
JM

Julie Ann Meggers

PDO
INSIDER · PIMCO DYNAMIC INCOME OPPORTUNITIES FUND · CIK 0001909668
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$603.9K
COMPANIES
1
ACTIVE SINCE
Mar 2022
HOLDINGS NOW
39,500
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Julie Ann Meggers, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+66.67%-2.33%+1.27%-3.60%-2.99%
14d3+33.33%-1.87%-0.85%-1.02%-2.18%
30d3+0.00%-2.17%-2.97%+0.80%+2.31%
60d3+0.00%-5.24%-4.98%-0.27%+0.82%
90d3+0.00%-12.43%-8.83%-3.60%-0.66%
180d3+33.33%-5.02%-0.65%-4.37%+1.53%
1y3+0.00%-10.68%+6.66%-17.34%-15.39%
2y3+0.00%-5.95%+35.29%-41.23%-32.71%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
PDO · 39,500 shares · as of Dec 14, 2022
09,87519,75029,62539,500SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2022
2022
FLOW · 3 buys / 0 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
PDO
PIMCO DYNAMIC INCOME OPPORTUNITIES FUND
PURCHASE
20,000$14.29$285.7K39,500Dec 14, 2022Dec 15, 2022View →
PDO
PIMCO DYNAMIC INCOME OPPORTUNITIES FUND
PURCHASE
6,500$15.42$100.2K19,500Aug 5, 2022Aug 5, 2022View →
PDO
PIMCO DYNAMIC INCOME OPPORTUNITIES FUND
PURCHASE
13,000$16.76$217.9K13,000Mar 23, 2022Mar 24, 2022View →
Other insiders · PDO
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About this filer
CIK 0001909668
ROLE
Insider
PRIMARY
PDO
COMPANIES
1
ACTIVE SINCE
Mar 2022
MARKETPEEL · /INSIDER/0001909668DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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