Alan S. Lowenthal portrait
House

Alan S. Lowenthal

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Transactions
1434
Total transactions associated with this filer
Disclosed purchases
690
$52.8M+
Average modeled return
+113.1%
507 of 690 purchases modeled
Average vs. S&P 500
-82.5%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

12 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

507 of 690 disclosed purchases have modeled returns for this period. 183 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
NVDA
NVIDIA CORP
Mar 11, 2021Nov 6, 2026+1343.3%+101.7%+1241.6%
NVDA
NVIDIA CORP
Mar 23, 2021Nov 6, 2026+1334.8%+103.1%+1231.6%
AAPL
Apple Inc.
Nov 11, 2016Nov 6, 2026+1273.7%+297.8%+975.8%
AAPL
Apple Inc.
Nov 9, 2016Nov 6, 2026+1243.3%+297.9%+945.4%
LLY
ELI LILLY & Co
Feb 28, 2019Nov 6, 2026+1077.8%+195.7%+882.1%
MSFT
MICROSOFT CORP
Jun 21, 2016Nov 6, 2026+1074.6%+315.2%+759.4%
URI
UNITED RENTALS, INC.
Apr 9, 2014Nov 6, 2026+1105.2%+384.2%+721.0%
URI
UNITED RENTALS, INC.
Apr 16, 2014Nov 6, 2026+1098.5%+386.7%+711.8%
GOOG
Alphabet Inc.
Oct 22, 2014Nov 6, 2026+979.0%+365.7%+613.4%
COST
COSTCO WHOLESALE CORP /NEW
Jul 7, 2015Nov 6, 2026+799.9%+325.0%+474.9%
COST
COSTCO WHOLESALE CORP /NEW
Apr 20, 2015Nov 6, 2026+766.5%+323.4%+443.2%
MA
Mastercard Inc
Dec 19, 2014Nov 6, 2026+712.8%+332.1%+380.7%
JPM
JPMORGAN CHASE & CO
Jan 6, 2015Nov 6, 2026+673.1%+346.6%+326.6%
META
Meta Platforms, Inc.
Apr 15, 2015Nov 6, 2026+644.8%+322.2%+322.6%
GS
GOLDMAN SACHS GROUP INC
Feb 22, 2016Nov 6, 2026+624.5%+348.9%+275.6%
VST
Vistra Corp.
Mar 12, 2019Nov 6, 2026+466.2%+194.8%+271.4%
VST
Vistra Corp.
Mar 12, 2019Nov 6, 2026+466.2%+194.8%+271.4%
APH
AMPHENOL CORP /DE/
Dec 22, 2020Nov 6, 2026+387.3%+116.2%+271.2%
VST
Vistra Corp.
Mar 13, 2019Nov 6, 2026+463.2%+192.9%+270.3%
VST
Vistra Corp.
Mar 13, 2019Nov 6, 2026+463.2%+192.9%+270.3%
GS
GOLDMAN SACHS GROUP INC
Mar 23, 2016Nov 6, 2026+596.6%+328.1%+268.5%
GS
GOLDMAN SACHS GROUP INC
Jan 25, 2016Nov 6, 2026+613.3%+366.0%+247.3%
HCA
HCA Healthcare, Inc.
May 11, 2016Nov 6, 2026+567.1%+321.2%+245.9%
ODFL
OLD DOMINION FREIGHT LINE, INC.
Mar 30, 2015Nov 6, 2026+567.0%+326.6%+240.4%
MSFT
MICROSOFT CORP
Feb 14, 2019Nov 6, 2026+433.9%+200.3%+233.6%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 58 · 1434 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
ATVI
Activision blizzard, Inc
Dec 14, 2022purchase$1.0K – $15.0KFiling ↗
ATVI
Activision blizzard, Inc
Dec 12, 2022purchase$1.0K – $15.0KFiling ↗
ATVI
Activision blizzard, Inc
Dec 12, 2022purchase$1.0K – $15.0KFiling ↗
GTLS
Chart Industries, Inc.
Dec 9, 2022purchase$15.0K – $50.0KFiling ↗
GTLS
Chart Industries, Inc.
Dec 9, 2022purchase$1.0K – $15.0KFiling ↗
CRM
Salesforce, Inc.
Dec 8, 2022sale$1.0K – $15.0KFiling ↗
CRM
Salesforce, Inc.
Dec 8, 2022sale$1.0K – $15.0KFiling ↗
BX
Blackstone Inc.
Nov 14, 2022sale$1.0K – $15.0KFiling ↗
BX
Blackstone Inc.
Nov 14, 2022sale$1.0K – $15.0KFiling ↗
—
United States Treas Bond
Nov 8, 2022purchase$100.0K – $250.0KFiling ↗
—
United States Treas Bond [CS]
Nov 8, 2022purchase$50.0M+Filing ↗
TMUS
T-Mobile US, Inc.
Nov 4, 2022sale$1.0K – $15.0KFiling ↗
TJX
TJX COMPANIES INC /DE/
Nov 4, 2022sale$15.0K – $50.0KFiling ↗
—
Sherwin Williams Co Note
Nov 4, 2022sale$1.0K – $15.0KFiling ↗
TJX
TJX COMPANIES INC /DE/
Nov 4, 2022sale$1.0K – $15.0KFiling ↗
—
General Mtrs Co Note
Nov 4, 2022purchase$1.0K – $15.0KFiling ↗
ECL
ECOLAB INC.
Nov 3, 2022sale$1.0K – $15.0KFiling ↗
ECL
ECOLAB INC.
Nov 3, 2022sale$1.0K – $15.0KFiling ↗
TMUS
T-Mobile US, Inc.
Nov 3, 2022sale$1.0K – $15.0KFiling ↗
TMUS
T-Mobile US, Inc.
Nov 3, 2022sale$1.0K – $15.0KFiling ↗
BSX
BOSTON SCIENTIFIC CORP
Oct 24, 2022sale$1.0K – $15.0KFiling ↗
CCK
CROWN HOLDINGS, INC.
Oct 21, 2022sale$999.64 – $999.64Filing ↗
BSX
BOSTON SCIENTIFIC CORP
Oct 21, 2022sale$1.0K – $15.0KFiling ↗
BSX
BOSTON SCIENTIFIC CORP
Oct 21, 2022sale$1.0K – $15.0KFiling ↗
CCK
CROWN HOLDINGS, INC.
Oct 21, 2022sale$15.0K – $50.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians