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Stephen F. Lynch

Democrat · Representative · MA, District 8

Stephen F. Lynch

13 disclosed trades · 30/12/2021 → 03/06/2024

Tickers
2
Buys / sells
4 / 9
Median lag
65d
Est. volume
$760.5K
F0/ 100

median 65d lag to file · 12 late

Return mirror

Not enough priced buy disclosures for the public mirror yet.

since disclosure
Win rate
-
Avg return
-
vs S&P 500
-

n=1, need 5+ priced buys

Playbook

Unclassified

Stephen's disclosed pattern is mixed

No dominant structure detected yet.

Disclosures are available, but the current mix does not clear the thresholds for concentration, sector tilt, or index-like breadth.

Cadence
5/yr
Buy bias
31%

Activity timeline

yearwise

1212021: 1 trades3222022: 3 trades1232023: 1 trades8242024: 8 trades

Most traded

by count

Estimated holdings

1 positions · $8K est. volume

All disclosed trades (13)

Showing 13 of 13 loaded disclosures

  • 07/08/2024Traded 03/06/2024Sell

    American Funds Euro-Pacific Mutual Fund

    Sale Transaction

    $15,001–$50,000
  • 07/08/2024Traded 03/06/2024Sell

    American Funds Income Fund of America

    Sale Transaction

    $15,001–$50,000
  • 07/08/2024Traded 03/06/2024Sell

    Federated Kaufman Small Cap A Mutual Fund

    Sale Transaction

    $1,001–$15,000
  • 07/08/2024Traded 03/06/2024Sell

    Fidelity Balanced Fund

    Sale Transaction

    $15,001–$50,000
  • 07/08/2024Traded 03/06/2024Sell

    Fidelity Contra Fund Mutual Fund

    Sale Transaction

    $100,001–$250,000
  • 07/08/2024Traded 03/06/2024Sell

    Fidelity Emerging Markets Mutual Fund

    Sale Transaction

    $1,001–$15,000
  • 07/08/2024Traded 03/06/2024Buy

    Vanguard Target Date 2025 Mutual Fund

    All proceeds for the sale of the Mutual Funds listed: Fidelity Contra, Federated, Kaufman, American Funds

    $250,001–$500,000
  • 23/05/2024Traded 22/05/2024Buy

    NVDANVIDIA

    $1,001–$15,000
  • 09/05/2024Traded 27/11/2023Sell

    VMWVmware, Inc. Common stock, Class A

    On November 27 2023 Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops,

    $1,001–$15,000
  • 03/05/2023Traded 30/12/2022Buy

    Fidelity Emerging Markets Mutual Fund

    Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is

    $1,001–$15,000
  • 03/05/2023Traded 30/12/2022Sell

    Invesco Development Markets Mutual Fund

    Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an

    $1,001–$15,000
  • 03/05/2023Traded 30/12/2022Sell

    Nationwide Investor Destination Moderate Aggressive Mutual Fund

    Nationwide Investor Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an

    $15,001–$50,000
  • 03/05/2023Traded 30/12/2021Buy

    American Funds Income Fund of America Mutual Fund

    American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an

    $15,001–$50,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 03/06/2024. Identical consecutive line items on the same filing are collapsed with a ×N badge.