JL
Janet L YellenExec
Level I Department of The Treasury · 2021-02 → 2021-02
- Chamber
- Executive branch
- Agency
- Department of The Treasury
- Party
- —
- State
- —
- Trades
- 16 (1 buys · 15 sells)
- Estimated volume
- $803K
- Late filings
- 0% (0 of 16)
- Median filing lag
- 31 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $707K
- from $375K cost
- Estimated gain
- +$332K
- Up 89%
- Versus the S&P 500
- +$173
- SPY would hold $707K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | VFIAXVanguard 500 Index Fund Admiral Shares | 2021-02-19 | $375K | $707K | +89% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 VFIAX buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | VFIAX | Vanguard 500 Index Fund Admiral Shares | 2021-02-19 | 5.7y | $250K-500K | +89% | +0% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Feb 2021 | 1 | 15 |
Buys and sells per month as a CSV, by the month they were made.
All trades
16 of 16
JL
Janet L Yellen
Level I Department of The Treasury
Buy$250K-500K
+0.0% vs SPY
VFIAXVanguard 500 Index Fund Admiral Shares
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-88.4% vs SPY
TAT&T (T)
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-161.0% vs SPY
CTVACorteva, Inc.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$15K-50K
+103.0% vs SPY
COPConoco Phillips
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-142.0% vs SPY
CCThe Chemours Co.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-133.5% vs SPY
DOWDow, Inc.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$15K-50K
+273.9% vs SPY
DDDuPont de Nemours, Inc.
NCRNCR Corp.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$100K-250K
-57.1% vs SPY
NSCNorfolk Southern Corp.
ODPOffice Depot, Inc. (ODP) See Endnote
JL
Janet L Yellen
Level I Department of The Treasury
Sell$15K-50K
+135.9% vs SPY
PSXPhillips 66
JL
Janet L Yellen
Level I Department of The Treasury
Sell$50K-100K
-103.9% vs SPY
PFEPfizer Inc.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-122.4% vs SPY
TDCTerradata
RTNRaytheon Co.
JL
Janet L Yellen
Level I Department of The Treasury
Sell$1K-15K
-77.7% vs SPY
VTRSViatris
DRGVXBNY Mellon Dynamic Value Fund Class I Shares
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
JL Janet L Yellen Level I Department of The Treasury | Vanguard 500 Index Fund Admiral Shares | Buy | $250K-500K | 2021-02-19 | 2021-03-11 | +0.0% | ||
JL Janet L Yellen Level I Department of The Treasury | AT&T (T) | Sell | $1K-15K | 2021-02-09 | 2021-03-11 30d | -88.4% | ||
JL Janet L Yellen Level I Department of The Treasury | Corteva, Inc. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | -161.0% | ||
JL Janet L Yellen Level I Department of The Treasury | Conoco Phillips | Sell | $15K-50K | 2021-02-08 | 2021-03-11 31d | +103.0% | ||
JL Janet L Yellen Level I Department of The Treasury | The Chemours Co. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | -142.0% | ||
JL Janet L Yellen Level I Department of The Treasury | Dow, Inc. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | -133.5% | ||
JL Janet L Yellen Level I Department of The Treasury | DuPont de Nemours, Inc. | Sell | $15K-50K | 2021-02-08 | 2021-03-11 31d | +273.9% | ||
JL Janet L Yellen Level I Department of The Treasury | NCR Corp. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | — | ||
JL Janet L Yellen Level I Department of The Treasury | Norfolk Southern Corp. | Sell | $100K-250K | 2021-02-08 | 2021-03-11 31d | -57.1% | ||
JL Janet L Yellen Level I Department of The Treasury | Office Depot, Inc. (ODP) See Endnote | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | — | ||
JL Janet L Yellen Level I Department of The Treasury | Phillips 66 | Sell | $15K-50K | 2021-02-08 | 2021-03-11 31d | +135.9% | ||
JL Janet L Yellen Level I Department of The Treasury | Pfizer Inc. | Sell | $50K-100K | 2021-02-08 | 2021-03-11 31d | -103.9% | ||
JL Janet L Yellen Level I Department of The Treasury | Terradata | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | -122.4% | ||
JL Janet L Yellen Level I Department of The Treasury | Raytheon Co. | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | — | ||
JL Janet L Yellen Level I Department of The Treasury | Viatris | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | -77.7% | ||
JL Janet L Yellen Level I Department of The Treasury | BNY Mellon Dynamic Value Fund Class I Shares | Sell | $1K-15K | 2021-02-08 | 2021-03-11 31d | — |