Stephen F. LynchHouse
U.S. Representative · MA-08 · D · 2021-12 → 2024-06
- Chamber
- House
- Party
- D
- State
- MA
- Trades
- 13 (4 buys · 9 sells)
- Estimated volume
- $761K
- Late filings
- 92% (12 of 13)
- Median filing lag
- 65 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $20K
- from $8K cost
- Estimated gain
- +$12K
- Up 146%
- Versus the S&P 500
- +$8K
- SPY would hold $12K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation - Common Stock | 2024-05-22 | $8K | $20K | +146% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 NVDA buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation - Common Stock | 2024-05-22 | 2.4y | $1K-15K | +146% | +101% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
13 of 13
Stephen F. Lynch
House · D · MA
Sell$15K-50K
—American Funds Euro-Pacific Mutual Fund
Sale Transaction American Funds Income Fund of America [OT]
Stephen F. Lynch
House · D · MA
Sell$15K-50K
—L: US D: Sale Transaction American Funds Income Fund of America
Sale Transaction Federated Kaufman Small Cap A Mutual Fund [OT]
Stephen F. Lynch
House · D · MA
Sell$1K-15K
—L: US D: Sale Transaction Federated Kaufman Small Cap A Mutual Fund
Sale Transaction Fidelity Balanced Fund [OT]
Stephen F. Lynch
House · D · MA
Sell$15K-50K
—L: US D: Sale Transaction Fidelity Balanced Fund
Sale Transaction Fidelity Contra Fund Mutual Fund [OT]
Stephen F. Lynch
House · D · MA
Sell$100K-250K
—L: US D: Sale Transaction Fidelity Contra Fund Mutual Fund
Sale Transaction Fidelity Emerging Markets Mutual Fund [OT]
Stephen F. Lynch
House · D · MA
Sell$1K-15K
—L: US D: Sale Transaction Fidelity Emerging Markets Mutual Fund
Sale Transaction Vanguard Target Date 2025 Mutual Fund [OT]
Stephen F. Lynch
House · D · MA
Buy$250K-500K
—L: US D: Sale Transaction Vanguard Target Date 2025 Mutual Fund
All proceeds for the sale of the Mutual Funds listed: Fidelity Contra, Federated, Kaufman, American Funds Euro-Pacific, Fidelity Balanced Fund, Fidelity Emerging Markets, and Income Fund of America, have been invested in the Vanguard Target Date 2025 Mutual Fund
Stephen F. Lynch
House · D · MA
Buy$1K-15K
+101.1% vs SPY
NVDANVIDIA Corporation - Common Stock
Stephen F. Lynch
House · D · MA
Sell$1K-15K
VMWVmware, Inc. Common stock, Class A
On November 27 2023 Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, acquired VMware, Inc. Broadcom Inc. re-purchased all VMware Class A stock holdings from portfolios that had less than a 100 shares. The total proceeds for the VMware stock re- purchase were deposited in the IRA Morgan Stanley Money Market Fund as reported on Schedule A
Stephen F. Lynch
House · D · MA
Buy$1K-15K
—L: US D: American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund
Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund [OT]
Stephen F. Lynch
House · D · MA
Sell$1K-15K
—L: US D: Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund
Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund [OT]
Stephen F. Lynch
House · D · MA
Sell$15K-50K
—L: US D: Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund
Nationwide Investor Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located.
Stephen F. Lynch
House · D · MA
Buy$15K-50K
—American Funds Income Fund of America Mutual Fund
American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund [OT]
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Stephen F. Lynch House · D · MA | — | American Funds Euro-Pacific Mutual Fund Sale Transaction American Funds Income Fund of America [OT] | Sell | $15K-50K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Sale Transaction American Funds Income Fund of America Sale Transaction Federated Kaufman Small Cap A Mutual Fund [OT] | Sell | $15K-50K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Sale Transaction Federated Kaufman Small Cap A Mutual Fund Sale Transaction Fidelity Balanced Fund [OT] | Sell | $1K-15K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Sale Transaction Fidelity Balanced Fund Sale Transaction Fidelity Contra Fund Mutual Fund [OT] | Sell | $15K-50K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Sale Transaction Fidelity Contra Fund Mutual Fund Sale Transaction Fidelity Emerging Markets Mutual Fund [OT] | Sell | $100K-250K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Sale Transaction Fidelity Emerging Markets Mutual Fund Sale Transaction Vanguard Target Date 2025 Mutual Fund [OT] | Sell | $1K-15K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Sale Transaction Vanguard Target Date 2025 Mutual Fund All proceeds for the sale of the Mutual Funds listed: Fidelity Contra, Federated, Kaufman, American Funds Euro-Pacific, Fidelity Balanced Fund, Fidelity Emerging Markets, and Income Fund of America, have been invested in the Vanguard Target Date 2025 Mutual Fund | Buy | $250K-500K | 2024-06-03 | 2024-08-07 | 65d | — | |
Stephen F. Lynch House · D · MA | NVIDIA Corporation - Common Stock | Buy | $1K-15K | 2024-05-22 | 2024-05-23 | 1d | +101.1% | ||
Stephen F. Lynch House · D · MA | Vmware, Inc. Common stock, Class A On November 27 2023 Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, acquired VMware, Inc. Broadcom Inc. re-purchased all VMware Class A stock holdings from portfolios that had less than a 100 shares. The total proceeds for the VMware stock re- purchase were deposited in the IRA Morgan Stanley Money Market Fund as reported on Schedule A | Sell | $1K-15K | 2023-11-27 | 2024-05-09 | 164d | — | ||
Stephen F. Lynch House · D · MA | — | L: US D: American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund [OT] | Buy | $1K-15K | 2022-12-30 | 2023-05-03 | 124d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund [OT] | Sell | $1K-15K | 2022-12-30 | 2023-05-03 | 124d | — | |
Stephen F. Lynch House · D · MA | — | L: US D: Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund Nationwide Investor Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. | Sell | $15K-50K | 2022-12-30 | 2023-05-03 | 124d | — | |
Stephen F. Lynch House · D · MA | — | American Funds Income Fund of America Mutual Fund American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund [OT] | Buy | $15K-50K | 2021-12-30 | 2023-05-03 | 489d | — |