Lois Frankel
Mirror Lois's portfolio
Your slice adopts the positions below in Lois's proportions and follows every new filing — $9.99/mo, unlimited portfolios.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Lois has been doing
Files a new report about every 49 days. Busiest month: September 2023, 99 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.
What Lois holds
14 positions · net of disclosed trades since Nov 22, 2022| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| D Dominion Energy, Inc. | Dominion Energy, Inc. | $24K | 13.7% | — | |
| PLD ProLogis, Inc. | ProLogis, Inc. | $24K | 13.4% | — | |
| WRB W.R. Berkley Corporation | W.R. Berkley Corporation | $16K | 9.1% | — | |
| KVUE Kenvue Inc. | Kenvue Inc. | $16K | 9.1% | — | |
| NSA National Storage Affiliates Trust Common Shares of Beneficial Interest | National Storage Affiliates Trust Common Shares of Beneficial Interest | $16K | 9.1% | — | |
| SHV iShares Short Treasury Bond ETF | iShares Short Treasury Bond ETF | $16K | 9.1% | — | |
| TGT Target Corporation | Target Corporation | $8K | 4.6% | — | |
| ABBV AbbVie Inc. | AbbVie Inc. | $8K | 4.6% | — | |
| ARE Alexandria Real Estate Equities, Inc. | Alexandria Real Estate Equities, Inc. | $8K | 4.6% | — | |
| BIO Bio-Rad Laboratories, Inc. Class A | Bio-Rad Laboratories, Inc. Class A | $8K | 4.6% | — |
Position sizes are netted from Lois's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Lois sold
94 stocks sold out of- BSXBoston Scientific Corporation$48K6 sales · Sep 8, 2023
- CMCSAComcast Corporation - Class A$41K2 sales · Sep 8, 2023
- JPMJP Morgan Chase & Co.$41K2 sales · Sep 8, 2023
- FLRFluor Corporation$40K5 sales · Sep 8, 2023
- JCIJohnson Controls International plc Ordinary Share$40K5 sales · Sep 6, 2023
- CIThe Cigna Group$33K1 sale · Sep 8, 2023
- AONAon plc Class A Ordinary Shares$33K1 sale · Sep 8, 2023
- COPConocoPhillips$33K1 sale · Sep 8, 2023
- and 86 more in the record below
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Lois started filing, or was sold on taking office.
The full record
227 disclosed trades since Nov 22, 2022 · nothing left out- JCI2000107063 Johnson Controls International plc Ordinary Sharepartial saleSell$1K–$15K+114.2%$1K–$15K+114.2%
- SUISun Communities, Inc.Sell$1K–$15K+0.3%$1K–$15K+0.3%
- PNCPNC Financial Services Group, Inc.Sell$1K–$15K+90.8%$1K–$15K+90.8%
- PORPortland General Electric CoSell$1K–$15K+13.2%$1K–$15K+13.2%
- PGRProgressive CorporationSell$1K–$15K+50.1%$1K–$15K+50.1%
- PLDProLogis, Inc.Sell$15K–$50K+22.2%$15K–$50K+22.2%
- RGLDRoyal Gold, Inc.Sell$1K–$15K+135.5%$1K–$15K+135.5%
- SHWSherwin-Williams CompanySell$1K–$15K+26.7%$1K–$15K+26.7%
- SOSouthern CompanySell$1K–$15K+28.7%$1K–$15K+28.7%
- SSNCSS&C Technologies Holdings, Inc.Sell$1K–$15K+51.9%$1K–$15K+51.9%
- TGTTarget CorporationSell$1K–$15K+44.3%$1K–$15K+44.3%
- TELTE Connectivity Ltd. New Switzerland Registered SharesSell$1K–$15K+65.2%$1K–$15K+65.2%
- TXNTexas Instruments IncorporatedSell$1K–$15K+69.1%$1K–$15K+69.1%
- CIThe Cigna GroupSell$15K–$50K−5.7%$15K–$50K−5.7%
- HSYThe Hershey CompanySell$1K–$15K−12.6%$1K–$15K−12.6%
- TMOThermo Fisher Scientific IncSell$1K–$15K+31.3%$1K–$15K+31.3%
- TTTrane Technologies plcSell$1K–$15K+105.8%$1K–$15K+105.8%
- ULTAUlta Beauty, Inc.Sell$1K–$15K+37.6%$1K–$15K+37.6%
- UNPUnion Pacific CorporationSell$1K–$15K+35.4%$1K–$15K+35.4%
- VNTVontier CorporationSell$1K–$15K−0.3%$1K–$15K−0.3%
- WRBW.R. Berkley CorporationSell$1K–$15K+66.1%$1K–$15K+66.1%
- WATWaters CorporationSell$1K–$15K+56.9%$1K–$15K+56.9%
- WSOWatsco, Inc.Sell$1K–$15K−21.9%$1K–$15K−21.9%
- XELXcel Energy Inc.Sell$1K–$15K+24.5%$1K–$15K+24.5%
- AOSA.O. Smith CorporationSell$1K–$15K−17.8%$1K–$15K−17.8%
- ABBVAbbVie Inc.Sell$1K–$15K+77.3%$1K–$15K+77.3%
- ACNAccenture plc Class A Ordinary SharesSell$1K–$15K−42.0%$1K–$15K−42.0%
- AREAlexandria Real Estate Equities, Inc.Sell$1K–$15K−46.9%$1K–$15K−46.9%
- LNTAlliant Energy CorporationSell$1K–$15K+33.5%$1K–$15K+33.5%
- AXPAmerican Express CompanySell$1K–$15K+106.4%$1K–$15K+106.4%
- COLDAmericold Realty Trust, Inc.Sell$1K–$15K−51.6%$1K–$15K−51.6%
- ADIAnalog Devices, Inc.Sell$1K–$15K+113.5%$1K–$15K+113.5%
- AONAon plc Class A Ordinary SharesSell$15K–$50K−9.2%$15K–$50K−9.2%
- ADSKAutodesk, Inc.Sell$1K–$15K+2.1%$1K–$15K+2.1%
- AVYAvery Dennison CorporationSell$1K–$15K−9.0%$1K–$15K−9.0%
- BIOBio-Rad Laboratories, Inc. Class ASell$1K–$15K+3.1%$1K–$15K+3.1%
- BAHBooz Allen Hamilton Holding CorporationSell$1K–$15K−38.1%$1K–$15K−38.1%
- BSXBoston Scientific CorporationSell$1K–$15K−19.4%$1K–$15K−19.4%
- BSXBoston Scientific CorporationSell$1K–$15K−19.4%$1K–$15K−19.4%
- BRBroadridge Financial Solutions, Inc.Sell$1K–$15K−10.1%$1K–$15K−10.1%
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Lois Frankel.