Stephen F. Lynch
Mirror Stephen's portfolio
Your slice adopts the positions below in Stephen'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 Stephen has been doing
- NVDAbought May 22, 2024+43%in 27d
Files a new report about every 154 days. Busiest month: June 2024, 7 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 Stephen holds
2 positions · net of disclosed trades since Dec 30, 2021| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| VTIVX Vanguard Target Date 2025 Mutual Fund | Vanguard Target Date 2025 Mutual Fund | $375K | 97.9% | — | |
| NVDA NVIDIA Corporation - Common Stock | NVIDIA Corporation - Common Stock | $8K | 2.1% | — |
Position sizes are netted from Stephen's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Stephen sold
7 stocks sold out of- FCNTXFidelity Contra Fund Mutual Fund$175K1 sale · Jun 3, 2024
- FBALXFidelity Balanced Fund$33K1 sale · Jun 3, 2024
- AIVSXAmerican Funds Income Fund of America$33K1 sale · Jun 3, 2024
- AADTXAmerican Funds Euro-Pacific Mutual Fund$33K1 sale · Jun 3, 2024
- FPADXFidelity Emerging Markets Mutual Fund$8K1 sale · Jun 3, 2024
- KAUFXFederated Kaufman Small Cap A Mutual Fund$8K1 sale · Jun 3, 2024
- VMWVmware, Inc. Common stock, Class A$8K1 sale · Nov 27, 2023
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Stephen started filing, or was sold on taking office.
The full record
13 disclosed trades since Dec 30, 2021 · nothing left out- FBALXFidelity Balanced FundSell$15K–$50K+23.5%$15K–$50K+23.5%
- FCNTXFidelity Contra Fund Mutual FundSell$100K–$250K+44.2%$100K–$250K+44.2%
- AIVSXAmerican Funds Income Fund of AmericaSell$15K–$50K+23.2%$15K–$50K+23.2%
- AADTXAmerican Funds Euro-Pacific Mutual FundSell$15K–$50K+9.2%$15K–$50K+9.2%
- FPADXFidelity Emerging Markets Mutual FundSell$1K–$15K+63.8%$1K–$15K+63.8%
- VTIVXVanguard Target Date 2025 Mutual FundBuy$250K–$500K+36.9%$250K–$500K+36.9%
- KAUFXFederated Kaufman Small Cap A Mutual FundSell$1K–$15K+11.5%$1K–$15K+11.5%
- NVDANVIDIA Corporation - Common StockBuy$1K–$15K+114.1%$1K–$15K+114.1%
- VMWVmware, Inc. Common stock, Class ASell$1K–$15K$1K–$15K·
- uthorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fundfunds without a tickerBuy$1K–$15K$1K–$15K·
- horized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fundfunds without a tickerSell$1K–$15K$1K–$15K·
- l and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fundfunds without a tickerSell$15K–$50K$15K–$50K·
- AADTXAmerican Funds Income Fund of America Mutual FundBuy$15K–$50K+19.3%$15K–$50K+19.3%
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 Stephen F. Lynch.