Joseph P. Kennedy III portrait
House

Joseph P. Kennedy III

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Transactions
60
Total transactions associated with this filer
Disclosed purchases
10
$80.0K – $325.0K
Average modeled return
+443.8%
9 of 10 purchases modeled
Average vs. S&P 500
+111.2%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

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

MARKET ANALYSIS

Modeled purchase performance · Since purchase

9 of 10 disclosed purchases have modeled returns for this period. 1 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
AMZN
AMAZON COM INC
Sep 15, 2014Nov 6, 2026+1501.2%+353.1%+1148.1%
MAR
MARRIOTT INTERNATIONAL INC /MD/
Apr 21, 2016Nov 6, 2026+573.0%+316.3%+256.8%
TJX
TJX COMPANIES INC /DE/
Sep 15, 2014Nov 6, 2026+434.0%+353.1%+80.9%
AMGN
AMGEN INC
Sep 15, 2014Nov 6, 2026+369.4%+353.1%+16.4%
ROK
ROCKWELL AUTOMATION, INC
Sep 15, 2014Nov 6, 2026+310.6%+353.1%-42.4%
GNRC
GENERAC HOLDINGS INC.
Sep 15, 2014Nov 6, 2026+308.7%+353.1%-44.3%
CB
Chubb Ltd
Jan 15, 2016Nov 6, 2026+297.1%+365.5%-68.4%
VEA
Vanguard FTSE Developed Markets ETF
Dec 31, 2018Nov 6, 2026+129.4%+229.7%-100.3%
MDT
Medtronic plc
Apr 21, 2016Nov 6, 2026+70.6%+316.3%-245.7%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 3 · 60 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
MAR
MARRIOTT INTERNATIONAL INC /MD/
Sep 15, 2020sale$1.0K – $15.0KFiling ↗
MDT
Medtronic plc
Jul 13, 2020sale$1.0K – $15.0KFiling ↗
UTX
CA ST GO UTX
Jan 6, 2020sale$15.0K – $50.0KFiling ↗
VZ
VERIZON COMMUNICATIONS INC
Jul 24, 2019sale$1.0K – $15.0KFiling ↗
GOOGL
Alphabet Inc.
Jun 7, 2019sale$15.0K – $50.0KFiling ↗
VEA
Vanguard FTSE Developed Markets ETF
Jun 7, 2019sale$15.0K – $50.0KFiling ↗
A
AGILENT TECHNOLOGIES, INC.
Apr 5, 2019sale$1.0K – $15.0KFiling ↗
MSFT
MICROSOFT CORP
Apr 5, 2019sale$1.0K – $15.0KFiling ↗
CB
Chubb Ltd
Mar 11, 2019sale$1.0K – $15.0KFiling ↗
INTC
INTEL CORP
Feb 8, 2019sale$1.0K – $15.0KFiling ↗
HON
HONEYWELL INTERNATIONAL INC
Feb 8, 2019sale$1.0K – $15.0KFiling ↗
UPS
UNITED PARCEL SERVICE INC
Jan 31, 2019sale$15.0K – $50.0KFiling ↗
GTX
Garrett Motion Inc.
Jan 31, 2019sale$1.0K – $15.0KFiling ↗
REZI
RESIDEO TECHNOLOGIES, INC.
Jan 31, 2019sale$1.0K – $15.0KFiling ↗
EFA
iShares MSCI EAFE ETF
Dec 31, 2018sale$15.0K – $50.0KFiling ↗
VEA
Vanguard FTSE Developed Markets ETF
Dec 31, 2018purchase$15.0K – $50.0KFiling ↗
HON
HONEYWELL INTERNATIONAL INC
Sep 12, 2018sale$1.0K – $15.0KFiling ↗
UPS
UNITED PARCEL SERVICE INC
Sep 12, 2018sale$1.0K – $15.0KFiling ↗
WFC
WELLS FARGO & COMPANY/MN
Jul 16, 2018sale$15.0K – $50.0KFiling ↗
CVS
CVS HEALTH Corp
Jan 2, 2018sale$1.0K – $15.0KFiling ↗
BHF
Brighthouse Financial, Inc.
Jan 2, 2018sale$1.0K – $15.0KFiling ↗
GE
GENERAL ELECTRIC CO
Jan 2, 2018sale$1.0K – $15.0KFiling ↗
GOOGL
Alphabet Inc.
Jan 2, 2018sale$1.0K – $15.0KFiling ↗
—
IShares Core MSCI EAFE ETF
Jan 2, 2018purchase$15.0K – $50.0KFiling ↗
MET
METLIFE INC
Jan 2, 2018sale$1.0K – $15.0KFiling ↗
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