Earl Blumenauer portrait
House

Earl Blumenauer

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Transactions
541
Total transactions associated with this filer
Disclosed purchases
372
$3.0M – $11.6M
Average modeled return
+105.8%
229 of 372 purchases modeled
Average vs. S&P 500
-54.2%
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

229 of 372 disclosed purchases have modeled returns for this period. 143 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
FLEX
FLEX LTD.
Oct 26, 2018Nov 6, 2026+1206.0%+212.4%+993.7%
CIEN
CIENA CORP
Feb 28, 2018Nov 6, 2026+950.5%+209.1%+741.4%
MCK
MCKESSON CORP
Apr 5, 2019Nov 6, 2026+857.7%+184.3%+673.4%
AAPL
Apple Inc.
Dec 11, 2018Nov 6, 2026+756.4%+213.8%+542.7%
MCK
MCKESSON CORP
Jun 14, 2018Nov 6, 2026+651.9%+200.0%+451.9%
AAPL
Apple Inc.
Nov 2, 2018Nov 6, 2026+598.5%+204.8%+393.7%
FLEX
FLEX LTD.
Feb 24, 2022Nov 6, 2026+457.8%+82.9%+374.9%
COHR
COHERENT CORP.
Jan 4, 2019Nov 6, 2026+524.4%+226.5%+297.9%
TPR
TAPESTRY, INC.
May 15, 2019Nov 6, 2026+415.6%+187.8%+227.8%
GS
GOLDMAN SACHS GROUP INC
Apr 5, 2019Nov 6, 2026+408.9%+184.3%+224.6%
MCK
MCKESSON CORP
Feb 24, 2022Nov 6, 2026+307.4%+82.9%+224.5%
CAT
CATERPILLAR INC
Sep 13, 2019Nov 6, 2026+380.8%+171.1%+209.7%
WMT
Walmart Inc.
May 9, 2018Nov 6, 2026+415.5%+210.3%+205.2%
NEM
NEWMONT Corp /DE/
Nov 2, 2018Nov 6, 2026+367.5%+204.8%+162.7%
COHR
COHERENT CORP.
Jul 19, 2018Nov 6, 2026+328.9%+197.3%+131.6%
GS
GOLDMAN SACHS GROUP INC
Jan 17, 2018Nov 6, 2026+313.3%+200.3%+113.0%
NEM
NEWMONT Corp /DE/
Sep 28, 2022Nov 6, 2026+216.5%+109.0%+107.5%
GOOGL
Alphabet Inc.
Jan 27, 2021Nov 6, 2026+216.1%+112.0%+104.1%
GS
GOLDMAN SACHS GROUP INC
Feb 24, 2022Nov 6, 2026+185.8%+82.9%+102.9%
GE
GENERAL ELECTRIC CO
Dec 26, 2017Nov 6, 2026+312.5%+214.2%+98.3%
KR
KROGER CO
Jun 26, 2019Nov 6, 2026+269.9%+181.1%+88.8%
GILD
GILEAD SCIENCES, INC.
Oct 25, 2019Nov 6, 2026+241.5%+169.4%+72.0%
MSFT
MICROSOFT CORP
Mar 3, 2020Nov 6, 2026+240.9%+169.3%+71.6%
IMAX
IMAX CORP
Feb 11, 2022Nov 6, 2026+143.5%+77.9%+65.6%
JPM
JPMORGAN CHASE & CO
Mar 7, 2018Nov 6, 2026+267.9%+207.8%+60.1%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 22 · 541 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
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Comcast Corp 4.65%33
Nov 21, 2024sale$15.0K – $50.0KFiling ↗
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Comcast Corp 1.95%31
Nov 21, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasu NT 4.625%02/26
Nov 19, 2024purchase$15.0K – $50.0KFiling ↗
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US Treasur NT 4%01/27
Nov 19, 2024purchase$15.0K – $50.0KFiling ↗
NWN
Northwest Natural Holding Co
Nov 15, 2024purchase$1.0K – $15.0KFiling ↗
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Toyota Motor Credit 3%/25
Nov 8, 2024sale$50.0K – $100.0KFiling ↗
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The Kroger Co. 4.5% 29
Nov 8, 2024purchase$15.0K – $50.0KFiling ↗
—
Bank of America C Var 27
Nov 8, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasu NT 4.625% Due 04/30/31
Oct 21, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasu Nt 4.125% UST Due 03/31/29
Oct 21, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasury Bill Due 04/10/25
Oct 15, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasury Bill Due 02/04/25
Oct 15, 2024purchase$15.0K – $50.0KFiling ↗
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Constellation BR 2.25%31 Due 08/01/31
Oct 11, 2024purchase$15.0K – $50.0KFiling ↗
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UnitedHealth Gro 3.75%25
Oct 11, 2024sale$15.0K – $50.0KFiling ↗
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US Treasury Bill Due 11/26/24
Sep 27, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasury Bill Due 12/12/24
Sep 27, 2024purchase$15.0K – $50.0KFiling ↗
—
Target Corp 2.35%30
Sep 26, 2024purchase$15.0K – $50.0KFiling ↗
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Target Corp 3.375%29
Sep 26, 2024sale$15.0K – $50.0KFiling ↗
VTR
Ventas, Inc.
Sep 19, 2024sale$15.0K – $50.0KFiling ↗
—
US Treasury Bill Due 09/04/25
Sep 13, 2024purchase$1.0K – $15.0KFiling ↗
—
US Treasur Nt 2.75%08/32
Aug 29, 2024purchase$15.0K – $50.0KFiling ↗
NWN
Northwest Natural Holding Co
Aug 15, 2024purchase$1.0K – $15.0KFiling ↗
—
US Treasury Bill Due 09/17/24
Jul 26, 2024purchase$15.0K – $50.0KFiling ↗
—
US Treasury Bill Due 06/12/25
Jul 12, 2024purchase$15.0K – $50.0KFiling ↗
BAX
BAXTER INTERNATIONAL INC
Jul 9, 2024purchase$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