John A. Boehner (R-OH-8), a former Republican member of the House, has disclosed 41 trades since 2014: 10 purchases worth about $300.51K and 27 sales worth about $338.51K, in 35 stocks. Most traded: CDK, COV, ELV. As a portfolio, their stock holdings and trades returned +11.8% from Feb 2014, against +15.5% for the S&P 500. Trades took a median 19 days to be disclosed; 0 came late.
John A. Boehner’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2014: +11.8%, against +15.5% for SPY; the largest fall on the way was -15.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Boehner | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Boehner | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Boehner | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Boehner | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John A. Boehner | Feb 2014 | +11.8% | +15.5% | -3.7% | +6.7% | -15.2% | 0.53 | 1.00 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COVCovidien plc | Healthcare | Closed | – | – | 2 | 0 | 1 | $0.00 | $32.50K | – | Jan 27, 2015 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 2 | 0 | 1 | $0.00 | $32.50K | – | Mar 27, 2015 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +142.5% | Mar 11, 2015 |
| GENGen Digital Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -247.6% | Dec 22, 2014 |
| GILDGilead Sciences, Inc. | Healthcare | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -198.2% | May 15, 2015 |
| JWNNORDSTROM INC | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 10, 2015 |
| MCDMcdonalds Corp | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 3, 2014 |
| MRKMerck & Co., Inc. | Healthcare | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -134.5% | Feb 7, 2014 |
| MSMorgan Stanley | Financial Services | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +135.0% | Aug 19, 2015 |
| QCOMQualcomm Inc/De | Technology | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -193.0% | May 22, 2014 |
| SLBSlb Limited/Nv | Energy | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -350.2% | Feb 26, 2014 |
| TGTTarget Corp | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -163.0% | Jun 18, 2015 |
| UPSUnited Parcel Service Inc | Industrials | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -264.3% | Sep 4, 2014 |
| WMTWalmart Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Feb 25, 2014 |
| ELVElevance Health, Inc. | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jul 1, 2015 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MSMorgan Stanley | Self | Buy | $15K–$50K | Aug 19, 2015 | Sep 10, 2015 | 22d | +396.1% | +135.0% | |
| ELVAnthem, Inc. (ANTM) | Self | Sell | $1K–$15K | Jul 1, 2015 | Jul 14, 2015 | 13d | +150.4% | -112.1% | |
| DOWDow Chemical Co | Self | Buy | $1K–$15K | Jun 18, 2015 | Jul 14, 2015 | 26d | – | – | |
| FCXFreeport-McMoRan, Inc. | Self | Sell | $1K–$15K | Jun 17, 2015 | Jul 14, 2015 | 27d | +214.4% | -42.8% | |
| TGTTarget Corporation | Self | Buy | $15K–$50K | Jun 18, 2015 | Jul 14, 2015 | 26d | +90.5% | -163.0% | |
| UNHUnitedHeaLth Group Incorporated Common Stock | Self | Sell | $1K–$15K | Jun 30, 2015 | Jul 14, 2015 | 14d | +228.2% | -37.2% | |
| AVPAvon Products Inc. | Self | Sell | $1K–$15K | May 13, 2015 | Jun 10, 2015 | 28d | – | – | |
| GILDGilead Sciences, Inc. | Self | Buy | $15K–$50K | May 15, 2015 | Jun 10, 2015 | 26d | +55.8% | -198.2% | |
| MDTMedtronic plc. Ordinary Shares | Self | Sell | $15K–$50K | Mar 27, 2015 | Apr 23, 2015 | 27d | +28.3% | -237.2% | |
| ABBVAbbVie Inc. | Self | Buy | $15K–$50K | Mar 11, 2015 | Mar 26, 2015 | 15d | +410.3% | +142.5% | |
| JWNNordstrom, Inc. | Self | Sell | $15K–$50K | Mar 10, 2015 | Mar 26, 2015 | 16d | – | – | |
| COVCovidien plc. Ordinary Shares | Self | Exchange | $15K–$50K | Jan 27, 2015 | Feb 25, 2015 | 29d | – | – | |
| MDTMedtronic plc. Ordinary Shares | Self | Exchange | $15K–$50K | Jan 27, 2015 | Feb 25, 2015 | 29d | +32.0% | -239.0% | |
| GDGeneral Dynamics Corporation | Self | Sell | $1K–$15K | Dec 26, 2014 | Jan 9, 2015 | 14d | +164.2% | -96.7% | |
| HYHHalyard Health, Inc. | Self | Sell | $1K–$15K | Dec 26, 2014 | Jan 9, 2015 | 14d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John A. Boehner (R-OH-8), a former Republican member of the House, has disclosed 41 trades since 2014: 10 purchases worth about $300.51K and 27 sales worth about $338.51K, in 35 stocks. Most traded: CDK, COV, ELV. As a portfolio, their stock holdings and trades returned +11.8% from Feb 2014, against +15.5% for the S&P 500. Trades took a median 19 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +11.8% from February 2014 to November 2026, against +15.5% for the S&P 500, with a largest fall of -15.2%. 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 19 days to be disclosed. 0 of 41 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.