Peter Yu is Director & 10% Owner at Alvarium Tiedemann Holdings, Inc. (ALTI). They have made 9 open-market trades across 3 companies since 2015, most recently 2024-06-25.
9 open-market purchases totalling $5.2M since 2015, never a sale. Across 9 scored buys the stock is down 1.9% at ninety days, and 5.1 points behind the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 33% | 44% | 67% |
| Avg Move | -0.4% | -9.5% | -1.9% |
| Alpha | -0.8% | -11.5% | -5.1% |
| Scored | 9 | 9 | 9 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| ALTI | BUY | 2023-01-20 | 2023-01-26 | $10.00 | $250K | -33.5% | -27.1% | -48.7% |
| ALTI | BUY | 2023-01-13 | 2023-01-18 | $10.00 | $270K | -6.3% | -19.7% | -7.1% |
| ALTI | BUY | 2023-01-10 | 2023-01-12 | $9.57 | $2.5M | +46.4% | -25.0% | +12.2% |
| ALTI | BUY | 2023-01-05 | 2023-01-09 | $8.59 | $1.1M | -4.3% | -17.8% | +24.4% |
| GLBL | BUY | 2022-11-17 | 2022-11-21 | $10.05 | $1.1M | +2.6% | +5.0% | +8.1% |
| PANL | BUY | 2016-05-02 | 2016-05-04 | $2.98 | $5K | -4.6% | -15.1% | -15.8% |
| PANL | BUY | 2016-03-03 | 2016-03-07 | $2.24 | $3K | +7.9% | +10.9% | +6.5% |
| PANL | BUY | 2015-09-10 | 2015-09-14 | $3.37 | $6K | -5.7% | +1.5% | +1.5% |
| PANL | BUY | 2015-09-08 | 2015-09-10 | $3.25 | $6K | -5.7% | +1.5% | +1.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.