Joseph P. Kennedy III (D-MA-4), a former Democratic member of the House, has disclosed 60 trades since 2014: 10 purchases worth about $202.51K and 50 sales worth about $767.53K, in 45 stocks. Most traded: CB, GOOGL, CVS. As a portfolio, their stock holdings and trades returned +142.9% from Sep 2014, against +86.5% for the S&P 500. Trades took a median 6 days to be disclosed; 13 came late.
Joseph P. Kennedy III’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since September 2014: +142.9%, against +86.5% for SPY; the largest fall on the way was -31.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph P. Kennedy III | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph P. Kennedy III | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph P. Kennedy III | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph P. Kennedy III | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joseph P. Kennedy III | Sep 2014 | +142.9% | +86.5% | +56.4% | +15.1% | -31.5% | 0.81 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $65.00K | – | May 31, 2016 |
| CBChubb Ltd | Financial Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | -41.9% | Mar 11, 2019 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Jun 7, 2019 |
| UPSUnited Parcel Service Inc | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jan 31, 2019 |
| AMGNAmgen Inc | Healthcare | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -40.6% | Sep 15, 2014 |
| BIIBBiogen Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 28, 2015 |
| BUDAnheuser-Busch InBev SA/NV | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | May 31, 2016 |
| IEFAiShares Core MSCI EAFE ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 31, 2018 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | May 31, 2016 |
| ORCLOracle Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 25, 2016 |
| ROKRockwell Automation, Inc | Industrials | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +3.2% | Sep 15, 2014 |
| RTXRTX Corp | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 6, 2020 |
| TJXTjx Companies Inc /De/ | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +94.4% | Sep 15, 2014 |
| VEAVanguard FTSE Developed Markets ETF | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -113.3% | Dec 31, 2018 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 16, 2018 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MARMarriott Intemational Inc. | Joint | Sell | $1K–$15K | Sep 15, 2020 | Sep 18, 2020 | 3d | +295.0% | +173.9% | |
| MDTMedtronic PLC | Joint | Sell | $1K–$15K | Jul 13, 2020 | Jul 21, 2020 | 8d | +7.0% | -131.8% | |
| RTXUnited Technologies Corp. | Joint | Sell | $15K–$50K | Jan 6, 2020 | Jan 8, 2020 | 2d | +109.7% | -22.7% | |
| VZVerizon Communications | Joint | Sell | $1K–$15K | Jul 24, 2019 | Jul 25, 2019 | 1d | -19.5% | -169.0% | |
| GOOGLAlphabet Inc. Cl. A | Joint | Sell | $15K–$50K | Jun 7, 2019 | Jun 11, 2019 | 4d | +422.3% | +260.8% | |
| Vanguard Tax Mgd Intl Fd FTSE Dev Mkt ETFOther | Joint | Sell | $15K–$50K | Jun 7, 2019 | Jun 11, 2019 | 4d | – | – | |
| AAgilent Technologies Inc. | Joint | Sell | $1K–$15K | Apr 5, 2019 | Apr 9, 2019 | 4d | +111.1% | -49.5% | |
| MSFTMicrosoft Corp. | Joint | Sell | $1K–$15K | Apr 5, 2019 | Apr 9, 2019 | 4d | +323.0% | +162.3% | |
| CBChubb LTD. | Joint | Sell | $1K–$15K | Mar 11, 2019 | Mar 12, 2019 | 1d | +176.6% | +6.5% | |
| Honeywell Inc.Other | Joint | Sell | $1K–$15K | Feb 8, 2019 | Feb 11, 2019 | 3d | – | – | |
| INTCIntel Corp. | Joint | Sell | $1K–$15K | Feb 8, 2019 | Feb 11, 2019 | 3d | +22.8% | -155.3% | |
| GTXGarret Motion Inc. | Joint | Sell | $1K–$15K | Jan 31, 2019 | Feb 6, 2019 | 6d | +26.6% | -152.0% | |
| REZIResideo Technologies Inc. | Joint | Sell | $1K–$15K | Jan 31, 2019 | Feb 6, 2019 | 6d | +26.1% | -152.5% | |
| UPSUnited Parcel Service Inc. | Joint | Sell | $15K–$50K | Jan 31, 2019 | Feb 6, 2019 | 6d | +4.1% | -174.6% | |
| IEFAIShares Core MSCI EAFE ETFETF | Joint | Sell | $15K–$50K | Dec 31, 2018 | Jan 3, 2019 | 3d | +75.7% | -125.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Joseph P. Kennedy III (D-MA-4), a former Democratic member of the House, has disclosed 60 trades since 2014: 10 purchases worth about $202.51K and 50 sales worth about $767.53K, in 45 stocks. Most traded: CB, GOOGL, CVS. As a portfolio, their stock holdings and trades returned +142.9% from Sep 2014, against +86.5% for the S&P 500. Trades took a median 6 days to be disclosed; 13 came late.
As a portfolio, their stock holdings and trades returned +142.9% from September 2014 to November 2026, against +86.5% for the S&P 500, with a largest fall of -31.5%. 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 6 days to be disclosed. 13 of 60 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.