STEW — SRH Total Return Fund, Inc.
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on STEW
| date | signal | measured base rate |
|---|---|---|
| 2026-05-08 | Short volume far above its own normal short | -0.76% over 21 days · t = -2.79 · n = 5,897 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-05-21 | Hemmer Jacob E Director | Open-market purchase | 5.0K | 17.53 | 87.7K |
| 2025-07-31 | LOONEY JOEL W PRESIDENT | Open-market purchase | 685 | 17.74 | 12.1K |
| 2025-04-30 | LOONEY JOEL W PRESIDENT | Open-market purchase | 713 | 16.88 | 12.0K |
| 2025-04-10 | Moore Thomas Jack Director | Open-market purchase | 3.1K | 16.23 | 50.0K |
| 2025-03-26 | LOONEY JOEL W PRESIDENT | Other Acquisition/Disposition | 6.2K | 17.28 | 106.3K |
| 2025-03-26 | LOONEY JOEL W President | Other Acquisition/Disposition | 6.2K | 17.28 | 106.3K |
| 2025-01-31 | LOONEY JOEL W PRESIDENT | Open-market purchase | 715 | 16.66 | 11.9K |
| 2025-01-31 | LOONEY JOEL W PRESIDENT | Open-market purchase | 60 | 16.66 | 1.0K |
| 2024-10-31 | LOONEY JOEL W President | Open-market purchase | 629 | 15.64 | 9.8K |
| 2024-10-31 | LOONEY JOEL W President | Open-market purchase | 53 | 15.64 | 830 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 37.0M | 2.2M |
| JP Wealth Management, Inc. | 26.6M | 1.6M |
| Bulldog Investors, LLP | 22.0M | 1.3M |
| Pathstone Holdings, LLC | 15.6M | 910.2K |
| 1607 Capital Partners, LLC | 15.1M | 885.9K |
| Allspring Global Investments Holdings, LLC | 12.3M | 721.6K |
| CSS LLC/IL | 7.9M | 462.0K |
| GatePass Capital, LLC | 7.4M | 430.6K |
| LPL Financial LLC | 7.3M | 426.3K |
| B. Riley Wealth Advisors, Inc. | 6.7M | 403.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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