Alan S. Lowenthal (D-CA-47), a former Democratic member of the House, has disclosed 1,428 trades since 2012: 687 purchases worth about $8.03M and 721 sales worth about $7.49M, in 186 stocks. Most traded: RUN, VSLR, SH. As a portfolio, their stock holdings and trades returned +163.5% from Apr 2013, against +140.2% for the S&P 500. Trades took a median 11 days to be disclosed; 70 came late.
Alan S. Lowenthal’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2013: +163.5%, against +140.2% for SPY; the largest fall on the way was -34.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan S. Lowenthal | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan S. Lowenthal | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan S. Lowenthal | Nov 2021 | -26.5% | -18.4% | -8.1% | -23.2% | -31.3% | -0.93 | 1.05 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan S. Lowenthal | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan S. Lowenthal | Apr 2013 | +163.5% | +140.2% | +23.3% | +10.5% | -34.6% | 0.62 | 1.02 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RUNSunrun Inc. | Industrials | Closed | – | – | 86 | 21 | 65 | $89.74K | $202.52K | -210.5% | Jan 14, 2022 |
| SHProShares Short S&P500 | – | Closed | – | – | 32 | 13 | 19 | $116.41K | $92.05K | -213.0% | Nov 9, 2020 |
| APDAir Products & Chemicals, Inc. | Basic Materials | Closed | – | – | 14 | 5 | 9 | $74.49K | $130.80K | -83.6% | Mar 9, 2020 |
| BKNGBooking Holdings Inc. | Technology | Closed | – | – | 11 | 6 | 5 | $97.00K | $89.00K | -18.2% | Dec 15, 2021 |
| FISFidelity National Information Services, Inc. | Technology | Closed | – | – | 22 | 13 | 9 | $83.22K | $97.68K | -222.1% | Jun 3, 2021 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 12 | 5 | 7 | $89.00K | $90.14K | -66.8% | Apr 16, 2019 |
| VRSKVerisk Analytics, Inc. | Financial Services | Closed | – | – | 10 | 7 | 3 | $129.50K | $48.50K | -70.7% | Jun 17, 2022 |
| IWNiShares Russell 2000 Value ETF | – | Closed | – | – | 10 | 5 | 5 | $81.71K | $89.00K | -28.3% | Jun 16, 2022 |
| BSXBoston Scientific Corp | Healthcare | Closed | – | – | 20 | 8 | 12 | $83.78K | $81.08K | -84.3% | Oct 24, 2022 |
| PSQProShares Short QQQ | – | Closed | – | – | 16 | 11 | 5 | $75.84K | $89.00K | -182.2% | Feb 24, 2022 |
| ADSKAutodesk, Inc. | Technology | Closed | – | – | 22 | 7 | 15 | $80.50K | $67.05K | -67.9% | Mar 3, 2022 |
| ATVIActivision Blizzard, Inc. | Technology | Closed | – | – | 14 | 9 | 5 | $88.71K | $57.26K | – | Dec 14, 2022 |
| TMUST-Mobile US, Inc. | Communication Services | Closed | – | – | 20 | 10 | 10 | $81.80K | $64.04K | -42.4% | Nov 4, 2022 |
| APTVAptiv PLC | Industrials | Closed | – | – | 9 | 4 | 5 | $56.50K | $89.00K | -280.6% | Oct 29, 2018 |
| SRESempra | Utilities | Closed | – | – | 21 | 9 | 12 | $65.77K | $74.49K | -131.2% | Jun 4, 2020 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc | Spouse | Buy | $1K–$15K | Dec 12, 2022 | Dec 21, 2022 | 9d | – | – | |
| ATVIActivision Blizzard, Inc | Spouse | Buy | $1K–$15K | Dec 14, 2022 | Dec 21, 2022 | 7d | – | – | |
| GTLSChart Industries, Inc. | Spouse | Buy | $15K–$50K | Dec 9, 2022 | Dec 21, 2022 | 12d | – | – | |
| CRMSalesforce, Inc. | Spouse | Sell | $1K–$15K | Dec 8, 2022 | Dec 21, 2022 | 13d | +73.8% | -16.0% | |
| ATVIActivision Blizzard, Inc | Joint | Buy | $1K–$15K | Dec 12, 2022 | Dec 21, 2022 | 9d | – | – | |
| GTLSChart Industries, Inc. | Joint | Buy | $1K–$15K | Dec 9, 2022 | Dec 21, 2022 | 12d | – | – | |
| CRMSalesforce, Inc. | Joint | Sell | $1K–$15K | Dec 8, 2022 | Dec 21, 2022 | 13d | +73.8% | -16.0% | |
| United States Treas BondBond | Spouse | Buy | $100K–$250K | Nov 8, 2022 | Nov 24, 2022 | 16d | – | – | |
| BXBlackstone Inc. | Spouse | Sell (Partial) | $1K–$15K | Nov 14, 2022 | Nov 23, 2022 | 9d | +18.5% | -71.9% | |
| TJXTJX Companies, Inc. | Spouse | Sell | $15K–$50K | Nov 4, 2022 | Nov 23, 2022 | 19d | +98.1% | -1.8% | |
| TMUST-Mobile US, Inc. | Spouse | Sell (Partial) | $1K–$15K | Nov 4, 2022 | Nov 23, 2022 | 19d | +7.6% | -92.2% | |
| General Mtrs Co NoteBond | Joint | Buy | $1K–$15K | Nov 4, 2022 | Nov 23, 2022 | 19d | – | – | |
| Sherwin Williams Co NoteBond | Joint | Sell | $1K–$15K | Nov 4, 2022 | Nov 23, 2022 | 19d | – | – | |
| BXBlackstone Inc. | Joint | Sell (Partial) | $1K–$15K | Nov 14, 2022 | Nov 23, 2022 | 9d | +18.5% | -71.9% | |
| TJXTJX Companies, Inc. | Joint | Sell | $1K–$15K | Nov 4, 2022 | Nov 23, 2022 | 19d | +98.1% | -1.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Alan S. Lowenthal (D-CA-47), a former Democratic member of the House, has disclosed 1,428 trades since 2012: 687 purchases worth about $8.03M and 721 sales worth about $7.49M, in 186 stocks. Most traded: RUN, VSLR, SH. As a portfolio, their stock holdings and trades returned +163.5% from Apr 2013, against +140.2% for the S&P 500. Trades took a median 11 days to be disclosed; 70 came late.
As a portfolio, their stock holdings and trades returned +163.5% from April 2013 to November 2026, against +140.2% for the S&P 500, with a largest fall of -34.6%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 11 days to be disclosed. 70 of 1,428 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.