Representative · CA, District 47

Alan S. Lowenthal

311 disclosed trades · 27/02/2012 → 14/12/2022

Tickers: 95
Buys / sells: 153 / 153
Median lag: 9d
Est. volume: $5.5M

C70/ 100

median 9d lag to file · 31 late

Return mirror

Buy disclosures averaged +60.5% since filing, -62.7 pp vs S&P 500.

since disclosure

Win rate: 95.2%
Avg return: +60.5%
vs S&P 500: -62.7 pp

Playbook

Index Shadow

Alan shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence: 29/yr
Buy bias: 50%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $478K est. volume

STZ$65K
IACI$65K
CVS$65K
HCA$40.5K
ACT$40.5K
NEE$N$40.5K

All disclosed trades (311)

Showing 311 of 311 loaded disclosures

Asset

21/12/2022Traded 14/12/2022BuyATVI
ATVIActivision Blizzard, Inc
7d$1,001–$15,000
21/12/2022Traded 12/12/2022BuyATVI
ATVIActivision Blizzard, Inc
9d$1,001–$15,000
21/12/2022Traded 12/12/2022BuyATVI
ATVIActivision Blizzard, Inc
9d$1,001–$15,000
21/12/2022Traded 09/12/2022BuyGTLS
GTLSChart Industries
12d$1,001–$15,000
21/12/2022Traded 09/12/2022BuyGTLS
GTLSChart Industries
12d$15,001–$50,000
21/12/2022Traded 08/12/2022SellCRM
CRMSalesforce
13d$1,001–$15,000
21/12/2022Traded 08/12/2022SellCRM
CRMSalesforce
13d$1,001–$15,000
24/11/2022Traded 08/11/2022BuyBond
2000099319 SP United States Treas Bond
Maturity date is 05/04/2023, 4.569% interest rate
16d$100,001–$250,000
23/11/2022Traded 14/11/2022Sell+BX
BXBlackstone
9d$1,001–$15,000
23/11/2022Traded 14/11/2022Sell+BX
BXBlackstone
9d$1,001–$15,000
23/11/2022Traded 04/11/2022BuyBond
General Mtrs Co Note
Maturity date is 10/01/2025, interest rate is 6.125%
19d$1,001–$15,000
23/11/2022Traded 04/11/2022SellTJX
TJXTJX Companies
19d$15,001–$50,000
23/11/2022Traded 04/11/2022SellBond
Sherwin Williams Co Note
Maturity date is 08/01/2025, interest rate is 3.45%
19d$1,001–$15,000
23/11/2022Traded 04/11/2022SellTJX
TJXTJX Companies
19d$1,001–$15,000
23/11/2022Traded 04/11/2022Sell+TMUS
TMUST-Mobile US
Maturity date is 05/04/2023, 4.569% interest rate
19d$1,001–$15,000
12/11/2022Traded 03/11/2022SellECL
ECLEcolab
9d$1,001–$15,000
12/11/2022Traded 03/11/2022SellECL
ECLEcolab
9d$1,001–$15,000
12/11/2022Traded 03/11/2022Sell+TMUS
TMUST-Mobile US
9d$1,001–$15,000
12/11/2022Traded 03/11/2022Sell+TMUS
TMUST-Mobile US
9d$1,001–$15,000
05/11/2022Traded 24/10/2022SellBSX
BSXBoston Scientific
12d$1,001–$15,000
29/10/2022Traded 21/10/2022Sell+BSX
BSXBoston Scientific
8d$1,001–$15,000
29/10/2022Traded 21/10/2022Sell+BSX
BSXBoston Scientific
8d$1,001–$15,000
29/10/2022Traded 21/10/2022SellCCK
CCKCrown Holdings
8d$15,001–$50,000
14/10/2022Traded 27/09/2022BuySCI
SCIService Corporation International
17d$1,001–$15,000
08/10/2022Traded 23/09/2022BuySCI
SCIService Corporation International
15d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 14/12/2022. Identical consecutive line items on the same filing are collapsed with a ×N badge.