JL
Janet L YellenExec
Level I Department of The Treasury ยท 2021-02 โ 2021-02
- Chamber
- Executive branch
- Agency
- Department of The Treasury
- Party
- โ
- State
- โ
- Trades
- 16 (1 buys ยท 15 sells)
- Estimated volume
- $803K
- Late filings
- 0% (0 of 16)
- Median filing lag
- 31 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
- $740K
- from $375K cost
- Estimated gain
- +$365K
- Up 97%
- Versus the S&P 500
- -$165
- SPY would hold $740K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | VFIAXVanguard 500 Index Fund Admiral Shares | 2021-02-19 | $375K | $740K | +97% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 VFIAX buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | VFIAX | Vanguard 500 Index Fund Admiral Shares | 2021-02-19 | 5.6y | $250K-500K | +97% | -0% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | VFIAX | 1 | 1/0 | 0 of 1 | +97% | +97% |
| 2 | T | 1 | 0/1 | โ | โ | โ |
| 3 | CTVA | 1 | 0/1 | โ | โ | โ |
| 4 | COP | 1 | 0/1 | โ | โ | โ |
| 5 | CC | 1 | 0/1 | โ | โ | โ |
| 6 | DOW | 1 | 0/1 | โ | โ | โ |
| 7 | DD | 1 | 0/1 | โ | โ | โ |
| 8 | NCR | 1 | 0/1 | โ | โ | โ |
| 9 | NSC | 1 | 0/1 | โ | โ | โ |
| 10 | ODP | 1 | 0/1 | โ | โ | โ |
| 11 | PSX | 1 | 0/1 | โ | โ | โ |
| 12 | PFE | 1 | 0/1 | โ | โ | โ |
| 13 | TDC | 1 | 0/1 | โ | โ | โ |
| 14 | RTN | 1 | 0/1 | โ | โ | โ |
| 15 | VTRS | 1 | 0/1 | โ | โ | โ |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
16 of 16
JL
Janet L Yellen
Level I Department of The Treasury
Buy$250K-500K
-0.0% vs SPY
VFIAXVanguard 500 Index Fund Admiral Shares
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-84.8% vs SPY
TAT&T (T)
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-169.8% vs SPY
CTVACorteva, Inc.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$15K-50K
+73.9% vs SPY
COPConoco Phillips
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-147.3% vs SPY
CCThe Chemours Co.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-148.3% vs SPY
DOWDow, Inc.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$15K-50K
+213.0% vs SPY
DDDuPont de Nemours, Inc.
NCRNCR Corp.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$100K-250K
-66.9% vs SPY
NSCNorfolk Southern Corp.
ODPOffice Depot, Inc. (ODP) See Endnote
JL
Janet L Yellen
Level I Department of The Treasury
Sell$15K-50K
+152.0% vs SPY
PSXPhillips 66
JL
Janet L Yellen
Level I Department of The Treasury
Sell$50K-100K
-117.2% vs SPY
PFEPfizer Inc.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-134.6% vs SPY
TDCTerradata
RTNRaytheon Co.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-99.3% vs SPY
VTRSViatris
DRGVXBNY Mellon Dynamic Value Fund Class I Shares
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
JL Janet L Yellen Level I Department of The Treasury | Vanguard 500 Index Fund Admiral Shares | Buy | $250K-500K | 2021-02-19 | 2021-03-11 | โ | -0.0% | ||
JL Janet L Yellen Level I Department of The Treasury | AT&T (T) | Sell | $1K-15K | 2021-02-09 | 2021-03-11 | 30d | -84.8% | ||
JL Janet L Yellen Level I Department of The Treasury | Corteva, Inc. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | -169.8% | ||
JL Janet L Yellen Level I Department of The Treasury | Conoco Phillips | Sell | $15K-50K | 2021-02-08 | 2021-03-11 | 31d | +73.9% | ||
JL Janet L Yellen Level I Department of The Treasury | The Chemours Co. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | -147.3% | ||
JL Janet L Yellen Level I Department of The Treasury | Dow, Inc. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | -148.3% | ||
JL Janet L Yellen Level I Department of The Treasury | DuPont de Nemours, Inc. | Sell | $15K-50K | 2021-02-08 | 2021-03-11 | 31d | +213.0% | ||
JL Janet L Yellen Level I Department of The Treasury | NCR Corp. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | โ | ||
JL Janet L Yellen Level I Department of The Treasury | Norfolk Southern Corp. | Sell | $100K-250K | 2021-02-08 | 2021-03-11 | 31d | -66.9% | ||
JL Janet L Yellen Level I Department of The Treasury | Office Depot, Inc. (ODP) See Endnote | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | โ | ||
JL Janet L Yellen Level I Department of The Treasury | Phillips 66 | Sell | $15K-50K | 2021-02-08 | 2021-03-11 | 31d | +152.0% | ||
JL Janet L Yellen Level I Department of The Treasury | Pfizer Inc. | Sell | $50K-100K | 2021-02-08 | 2021-03-11 | 31d | -117.2% | ||
JL Janet L Yellen Level I Department of The Treasury | Terradata | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | -134.6% | ||
JL Janet L Yellen Level I Department of The Treasury | Raytheon Co. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | โ | ||
JL Janet L Yellen Level I Department of The Treasury | Viatris | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | -99.3% | ||
JL Janet L Yellen Level I Department of The Treasury | BNY Mellon Dynamic Value Fund Class I Shares | Sell | $1K-15K | 2021-02-08 | 2021-03-11 | 31d | โ |