Sarah E. Cogan is Director at PIMCO MUNICIPAL INCOME FUND III (PMX). They have made 24 open-market trades across 21 companies since 2019, most recently 2025-08-01.
CIK 0001761536
24 open-market purchases totalling $327K since 2019, never a sale. Across 20 scored buys the stock is down 2.6% at ninety days, and 4.5 points behind the S&P over the same stretch.
20 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 55% | 70% | 55% |
| Avg Move | +0.3% | +0.6% | -2.6% |
| Alpha | -7.8% | -2.0% | -4.5% |
| Scored | 20 | 20 | 20 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PAXS | BUY | 2024-01-24 | 2024-01-26 | $14.71 | $10K | -0.1% | +3.7% | +1.7% |
| PNF | BUY | 2024-01-24 | 2024-01-26 | $7.69 | $20K | +5.3% | +4.4% | -3.9% |
| PMX | BUY | 2024-01-24 | 2024-01-26 | $7.13 | $10K | +4.9% | +4.5% | +4.5% |
| PNI | BUY | 2024-01-24 | 2024-01-26 | $7.36 | $10K | +2.8% | +1.9% | -3.8% |
| PML | BUY | 2024-01-24 | 2024-01-26 | $8.15 | $20K | +4.2% | +3.6% | -1.6% |
| PAXS | BUY | 2022-01-31 | 2022-02-01 | $20.00 | $20K | -0.1% | -4.1% | -12.9% |
| ZTR | BUY | 2022-01-13 | 2022-01-14 | $9.59 | $21K | -3.6% | -4.5% | +2.3% |
| VGI | BUY | 2022-01-13 | 2022-01-14 | $11.10 | $22K | N/A | N/A | N/A |
| AIO | BUY | 2022-01-13 | 2022-01-14 | $25.37 | $25K | -11.4% | -8.5% | -16.0% |
| PNI | BUY | 2020-06-11 | 2020-06-12 | $10.29 | $10K | +1.9% | +3.7% | +7.3% |
| PMF | BUY | 2020-06-11 | 2020-06-12 | $13.05 | $13K | -0.3% | +0.7% | +1.4% |
| PMX | BUY | 2020-06-11 | 2020-06-12 | $11.25 | $11K | -0.9% | -0.4% | +1.6% |
| PYN | BUY | 2020-06-11 | 2020-06-12 | $8.73 | $10K | N/A | N/A | N/A |
| PHK | BUY | 2020-01-09 | 2020-01-10 | $7.65 | $11K | -3.4% | +0.0% | +0.0% |
| PCI | BUY | 2020-01-09 | 2020-01-10 | $25.35 | $13K | -0.2% | +1.1% | -24.8% |
| PCM | BUY | 2020-01-09 | 2020-01-10 | $11.67 | $12K | N/A | N/A | N/A |
| PFN | BUY | 2020-01-09 | 2020-01-10 | $10.78 | $11K | N/A | N/A | N/A |
| PKO | BUY | 2020-01-09 | 2020-01-10 | $28.20 | $11K | +0.1% | +0.9% | -21.7% |
| ACV | BUY | 2019-08-21 | 2019-08-23 | $24.44 | $12K | -2.2% | -3.2% | +0.5% |
| NIE | BUY | 2019-08-21 | 2019-08-23 | $21.78 | $11K | +1.2% | +0.3% | +4.8% |
| NFJ | BUY | 2019-08-21 | 2019-08-23 | $12.19 | $11K | +1.7% | +3.2% | +6.5% |
| NCZ | BUY | 2019-08-21 | 2019-08-23 | $5.05 | $10K | +1.8% | +1.6% | -0.6% |
| NCV | BUY | 2019-08-21 | 2019-08-23 | $5.70 | $10K | +2.1% | +1.6% | +0.4% |
| CBH | BUY | 2019-08-21 | 2019-08-23 | $9.31 | $10K | +1.2% | +2.5% | +2.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| PNF |
| 2,600 |
| $18K |
| PMX | 2,567 | $17K |
| ZTR | 2,200 | $15K |
| NFJ | 900 | $13K |
| NIE | 500 | $12K |
| ACV | 500 | $12K |
| CBH | 1,100 | $10K |
| PKO | 400 | $10K |
| PMF | 1,000 | $8K |
| PDI | 440 | $7K |
| PHK | 1,500 | $6K |
| VGI | 2,000 | — |
| PCM | 1,000 | — |
| PFN | 1,000 | — |
| PYN | 1,200 | — |
| Total | $321K |
Shares reported on the most recent Form 4, priced at the 2025-08-05 close. 4 holdings could not be priced and are excluded from the total.