Lois Frankel
Trades
220
64 buy / 156 sell
Buy Win Rate
75%
63 buy trades scored
Avg. Buy Return
+35.6%
Dollar-weighted avg
vs S&P 500
-26.0%
Same holding periods
Trading Performance
Based on 63 buys scored
Avg. Buy Return+35.6%
S&P 500 (same periods)+61.6%
Alpha vs S&P 500-26.0%
Buy Win Rate75%
Sell Timing80%
Buy / Sell Trades64 / 156
Buy/Sell Ratio0.4x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
220 trades disclosed
JCI
Johnson Controls International plc S (partial)
Type:
Sell
Date
May 24, 2023
PGR
Progressive Corporation
Type:
Sell
Date
Sep 8, 2023
PLD
ProLogis, Inc.
Type:
Sell
Date
Sep 8, 2023
RGLD
Royal Gold, Inc.
Type:
Sell
Date
Sep 8, 2023
SHW
Sherwin-Williams Company (SHW)
Type:
Sell
Date
Sep 8, 2023
SO
Southern Company
Type:
Sell
Date
Sep 8, 2023
SSNC
SS&C Technologies Holdings, Inc.
Type:
Sell
Date
Sep 8, 2023
SUI
Sun Communities, Inc.
Type:
Sell
Date
Sep 8, 2023
TGT
Target Corporation
Type:
Sell
Date
Sep 8, 2023
TXN
Texas Instruments Incorporated
Type:
Sell
Date
Sep 8, 2023
CI
The Cigna Group
Type:
Sell
Date
Sep 8, 2023
HSY
The Hershey Company
Type:
Sell
Date
Sep 8, 2023
TMO
Thermo Fisher Scientific Inc (TMO)
Type:
Sell
Date
Sep 8, 2023
TT
Trane Technologies plc
Type:
Sell
Date
Sep 8, 2023
ULTA
Ulta Beauty, Inc.
Type:
Sell
Date
Sep 8, 2023
UNP
Union Pacific Corporation
Type:
Sell
Date
Sep 8, 2023
VNT
Vontier Corporation
Type:
Sell
Date
Sep 8, 2023
WRB
W.R. Berkley Corporation
Type:
Sell
Date
Sep 8, 2023
MMC
Marsh & McLennan Companies, Inc.
Type:
Sell
Date
Sep 8, 2023
DORM
Dorman Products, Inc.
Type:
Sell
Date
Sep 8, 2023
DUK
Duke Energy Corporation
Type:
Sell
Date
Sep 8, 2023
DD
DuPont de Nemours, Inc.
Type:
Sell
Date
Sep 8, 2023
KVUE
Kenvue Inc.
Type:
Sell
Date
Sep 8, 2023
KKR
KKR & Co. Inc.
Type:
Sell
Date
Sep 8, 2023
KLAC
KLA Corporation
Type:
Sell
Date
Sep 8, 2023
AOS
A.O. Smith Corporation
Type:
Sell
Date
Sep 8, 2023
ABBV
AbbVie Inc.
Type:
Buy
Date
Sep 6, 2023
ABBV
AbbVie Inc.
Type:
Buy
Date
Aug 30, 2023
ABBV
AbbVie Inc.
Type:
Sell
Date
Sep 8, 2023
ACN
Accenture plc Class A Ordinary Shares S
Type:
Sell
Date
Sep 8, 2023
ARE
Alexandria Real Estate Equities, Inc.
Type:
Sell
Date
Sep 8, 2023
LNT
Alliant Energy Corporation (LNT)
Type:
Sell
Date
Sep 8, 2023
AXP
American Express Company (AXP)
Type:
Sell
Date
Sep 8, 2023
COLD
Americold Realty Trust, Inc. (COLD)
Type:
Sell
Date
Sep 8, 2023
ADI
Analog Devices, Inc.
Type:
Sell
Date
Sep 8, 2023
AON
Aon plc Class A Ordinary Shares
Type:
Sell
Date
Sep 8, 2023
ADSK
Autodesk, Inc.
Type:
Sell
Date
Sep 8, 2023
AVY
Avery Dennison Corporation (AVY)
Type:
Sell
Date
Sep 8, 2023
BIO
Bio-Rad Laboratories, Inc. Class A
Type:
Sell
Date
Sep 8, 2023
BAH
Booz Allen Hamilton Holding
Type:
Sell
Date
Sep 8, 2023
BSX
Boston Scientific Corporation (BSX)
Type:
Sell
Date
Sep 8, 2023
BR
Broadridge Financial Solutions, Inc.
Type:
Sell
Date
Sep 8, 2023
BWXT
BWX Technologies, Inc.
Type:
Sell
Date
Sep 8, 2023
CASY
Caseys General Stores, Inc. (CASY)
Type:
Sell
Date
Sep 8, 2023
CBOE
Cboe Global Markets, Inc. (CBOE)
Type:
Sell
Date
Sep 8, 2023
CRL
Charles River Laboratories
Type:
Sell
Date
Sep 8, 2023
CB
Chubb Limited
Type:
Sell
Date
Sep 8, 2023
C
Citigroup, Inc.
Type:
Sell
Date
Sep 8, 2023
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Sep 8, 2023
DEO
Diageo plc
Type:
Sell
Date
Sep 8, 2023
FANG
Diamondback Energy, Inc. (FANG)
Type:
Sell
Date
Sep 8, 2023
DG
Dollar General Corporation
Type:
Sell
Date
Sep 1, 2023
D
Dominion Energy, Inc.
Type:
Sell
Date
Sep 8, 2023
ETN
Eaton Corporation, PLC Ordinary
Type:
Sell
Date
Sep 8, 2023
ETR
Entergy Corporation
Type:
Sell
Date
Sep 8, 2023
ES
Eversource Energy
Type:
Sell
Date
Sep 8, 2023
EXPD
Expeditors International of
Type:
Sell
Date
Sep 8, 2023
FAF
First American Corporation (FAF)
Type:
Sell
Date
Sep 8, 2023
FLR
Fluor Corporation
Type:
Sell
Date
Sep 8, 2023
IT
Gartner, Inc.
Type:
Sell
Date
Sep 8, 2023
GD
General Dynamics Corporation (GD)
Type:
Sell
Date
Sep 8, 2023
GL
Globe Life Inc.
Type:
Sell
Date
Sep 8, 2023
HAL
Halliburton Company
Type:
Sell
Date
Sep 8, 2023
NWSA
Hess Corporation
Type:
Sell
Date
Sep 8, 2023
HON
Honeywell International Inc. (HON)
Type:
Sell
Date
Sep 8, 2023
HUBB
Hubbell Inc
Type:
Sell
Date
Sep 8, 2023
ITW
Illinois Tool Works Inc.
Type:
Sell
Date
Sep 8, 2023
JNJ
Johnson & Johnson
Type:
Sell
Date
Sep 8, 2023
JCI
Johnson Controls International plc
Type:
Sell
Date
Sep 6, 2023
JCI
Johnson Controls International plc
Type:
Sell
Date
Aug 31, 2023
JCI
Johnson Controls International plc
Type:
Sell
Date
Aug 30, 2023
JPM
JP Morgan Chase & Co.
Type:
Sell
Date
Sep 8, 2023
LBRDK
Liberty Broadband Corporation -
Type:
Sell
Date
Sep 8, 2023
LKQ
LKQ Corporation
Type:
Sell
Date
Sep 8, 2023
LOW
Lowe's Companies, Inc.
Type:
Sell
Date
Sep 8, 2023
MTB
M&T Bank Corporation
Type:
Sell
Date
Sep 8, 2023
MKL
Markel Group Inc.
Type:
Sell
Date
Sep 8, 2023
MAR
Marriott International - Class A
Type:
Sell
Date
Sep 8, 2023
MCK
McKesson Corporation
Type:
Sell
Date
Sep 8, 2023
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Sep 6, 2023
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Sep 8, 2023
MS
Morgan Stanley
Type:
Sell
Date
Sep 8, 2023
NDAQ
Nasdaq, Inc.
Type:
Sell
Date
Sep 8, 2023
NSA
National Storage Affiliates Trust
Type:
Sell
Date
Sep 8, 2023
NSRGY
Nestle SA Sponsored ADR
Type:
Sell
Date
Sep 8, 2023
NSC
Norfolk Southern Corporation (NSC)
Type:
Sell
Date
Sep 8, 2023
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Sep 8, 2023
NXPI
NXP Semiconductors N.V. (NXPI)
Type:
Sell
Date
Sep 8, 2023
PCAR
PACCAR Inc.
Type:
Sell
Date
Sep 8, 2023
PCAR
PACCAR Inc.
Type:
Buy
Date
Sep 7, 2023
PCAR
PACCAR Inc.
Type:
Buy
Date
Sep 6, 2023
PEP
Pepsico, Inc.
Type:
Sell
Date
Sep 8, 2023
PFE
Pfizer, Inc.
Type:
Sell
Date
Sep 8, 2023
PXD
Pioneer Natural Resources Company
Type:
Sell
Date
Sep 8, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Sep 8, 2023
POR
Portland General Electric Co (POR)
Type:
Sell
Date
Sep 8, 2023
WAT
Waters Corporation
Type:
Sell
Date
Sep 8, 2023
WSO
Watsco, Inc.
Type:
Sell
Date
Sep 8, 2023
XEL
Xcel Energy Inc.
Type:
Sell
Date
Sep 8, 2023
MS
Morgan Stanley
Type:
Sell
Date
Jul 26, 2023
PLD
ProLogis, Inc.
Type:
Buy
Date
Aug 2, 2023
SEDG
SolarEdge Technologies, Inc. (SEDG)
Type:
Sell
Date
Aug 4, 2023
TGT
Target Corporation
Type:
Buy
Date
Jul 26, 2023
TXN
Texas Instruments Incorporated
Type:
Sell
Date
Aug 2, 2023
WTW
Willis Towers Watson Public Limited
Type:
Sell
Date
Aug 10, 2023
WTW
Willis Towers Watson Public Limited
Type:
Sell
Date
Aug 9, 2023
FLR
Fluor Corporation
Type:
Sell
Date
Aug 4, 2023
NSP
Insperity, Inc.
Type:
Sell
Date
Aug 7, 2023
NSP
Insperity, Inc.
Type:
Sell
Date
Aug 4, 2023
IFF
International Flavors & Fragrances,
Type:
Sell
Date
Aug 9, 2023
SHV
iShares Short Treasury Bond ETF
Type:
Buy
Date
Aug 9, 2023
SHV
iShares Short Treasury Bond ETF
Type:
Buy
Date
Aug 7, 2023
iShares Short Treasury Bond ETF
Type:
Buy
Date
Aug 4, 2023
JNJ
Johnson & Johnson
Type:
Sell
Date
Aug 10, 2023
KVUE
Kenvue Inc.
Type:
Buy
Date
Aug 10, 2023
KVUE
Kenvue Inc.
Type:
Buy
Date
Aug 3, 2023
KVUE
Kenvue Inc.
Type:
Buy
Date
Aug 2, 2023
LBRDK
Liberty Broadband Corporation -
Type:
Sell
Date
Aug 4, 2023
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Aug 2, 2023
PLD
ProLogis, Inc.
Type:
Buy
Date
Aug 3, 2023
WSO
Watsco, Inc.
Type:
Sell
Date
Jun 28, 2023
BIO
Bio-Rad Laboratories, Inc. Class A
Type:
Buy
Date
Jun 29, 2023
BIO
Bio-Rad Laboratories, Inc. Class A
Type:
Buy
Date
Jun 28, 2023
BWXT
BWX Technologies, Inc.
Type:
Sell
Date
Jun 28, 2023
NSC
Norfolk Southern Corporation (NSC)
Type:
Buy
Date
Jun 28, 2023
NXPI
NXP Semiconductors N.V. (NXPI)
Type:
Sell
Date
Jul 12, 2023
PFE
Pfizer, Inc.
Type:
Buy
Date
Jun 28, 2023
PLD
ProLogis, Inc.
Type:
Buy
Date
Jul 12, 2023
TMO
Thermo Fisher Scientific Inc (TMO)
Type:
Sell
Date
Jun 28, 2023
WRB
W.R. Berkley Corporation
Type:
Buy
Date
Jul 14, 2023
COP
ConocoPhillips
Type:
Buy
Date
Jun 21, 2023
DUK
Duke Energy Corporation
Type:
Buy
Date
Jul 13, 2023
DD
DuPont de Nemours, Inc.
Type:
Buy
Date
Jun 28, 2023
ETN
Eaton Corporation, PLC Ordinary
Type:
Sell
Date
Jun 21, 2023
HUBB
Hubbell Inc
Type:
Sell
Date
Jun 28, 2023
LKQ
LKQ Corporation
Type:
Buy
Date
Jul 14, 2023
MAR
Marriott International - Class A
Type:
Sell
Date
Jul 13, 2023
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Jun 28, 2023
ARE
Alexandria Real Estate Equities, Inc.
Type:
Buy
Date
May 30, 2023
GL
Globe Life Inc.
Type:
Sell
Date
Jun 2, 2023
JPM
JP Morgan Chase & Co.
Type:
Sell
Date
Jun 14, 2023
NSA
National Storage Affiliates Trust
Type:
Buy
Date
May 22, 2023
NSA
National Storage Affiliates Trust
Type:
Buy
Date
May 19, 2023
NSA
National Storage Affiliates Trust
Type:
Buy
Date
May 16, 2023
TGT
Target Corporation
Type:
Buy
Date
Jun 14, 2023
CI
The Cigna Group
Type:
Buy
Date
May 31, 2023
WRB
W.R. Berkley Corporation (WRB)
Type:
Buy
Date
May 26, 2023
ES
Eversource Energy
Type:
Buy
Date
Jun 2, 2023
D
Dominion Energy, Inc.
Type:
Buy
Date
Jun 8, 2023
DG
Dollar General Corporation
Type:
Sell
Date
Jun 6, 2023
BSX
Boston Scientific Corporation (BSX)
Type:
Sell
Date
May 31, 2023
BSX
Boston Scientific Corporation (BSX)
Type:
Buy
Date
May 30, 2023
ARE
Alexandria Real Estate Equities, Inc.
Type:
Buy
Date
May 16, 2023
GD
General Dynamics Corporation (GD)
Type:
Buy
Date
May 24, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Buy
Date
Apr 19, 2023
BSX
Boston Scientific Corporation (BSX)
Type:
Sell
Date
Apr 19, 2023
BSX
Boston Scientific Corporation (BSX)
Type:
Sell
Date
May 1, 2023
CRL
Charles River Laboratories
Type:
Buy
Date
Apr 25, 2023
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
May 3, 2023
EPAM
EPAM Systems, Inc.
Type:
Sell
Date
Apr 19, 2023
IT
Gartner, Inc.
Type:
Sell
Date
Apr 19, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Buy
Date
Apr 26, 2023
PPG
PPG Industries, Inc.
Type:
Sell
Date
Apr 19, 2023
PPG
PPG Industries, Inc.
Type:
Sell
Date
Apr 26, 2023
PLD
ProLogis, Inc.
Type:
Buy
Date
May 3, 2023
HSY
The Hershey Company
Type:
Sell
Date
Apr 24, 2023
UI
Ubiquiti Inc.
Type:
Sell
Date
Apr 19, 2023
UI
Ubiquiti Inc.
Type:
Sell
Date
May 3, 2023
VNT
Vontier Corporation
Type:
Sell
Date
Apr 24, 2023
WRB
W.R. Berkley Corporation (WRB)
Type:
Buy
Date
May 1, 2023
FRCB
FIRST REPUBLIC BANK
Type:
Sell
Date
Mar 16, 2023
FLR
Fluor Corporation
Type:
Sell
Date
Mar 16, 2023
HAL
Halliburton Company
Type:
Sell
Date
Mar 20, 2023
ITW
Illinois Tool Works Inc.
Type:
Sell
Date
Mar 22, 2023
JPM
JP Morgan Chase & Co.
Type:
Buy
Date
Mar 22, 2023
PGR
Progressive Corporation
Type:
Sell
Date
Mar 22, 2023
CI
The Cigna Group
Type:
Buy
Date
Apr 5, 2023
ULTA
Ulta Beauty, Inc.
Type:
Sell
Date
Mar 16, 2023
AXP
American Express Company (AXP)
Type:
Buy
Date
Mar 29, 2023
BOH
Bank of Hawaii Corporation (BOH)
Type:
Sell
Date
Mar 20, 2023
BSX
Boston Scientific Corporation (BSX)
Type:
Sell
Date
Mar 29, 2023
COP
ConocoPhillips
Type:
Buy
Date
Mar 22, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Feb 22, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Mar 1, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Mar 2, 2023
C
Citigroup, Inc.
Type:
Buy
Date
Feb 22, 2023
C
Citigroup, Inc.
Type:
Buy
Date
Mar 1, 2023
JPM
JP Morgan Chase & Co.
Type:
Buy
Date
Mar 2, 2023
NXPI
NXP Semiconductors N.V. (NXPI)
Type:
Sell
Date
Feb 22, 2023
PPG
PPG Industries, Inc.
Type:
Sell
Date
Feb 20, 2023
HAS
Hasbro, Inc.
Type:
Sell
Date
Jan 31, 2023
IFF
International Flavors & Fragrances,
Type:
Buy
Date
Feb 17, 2023
JNJ
Johnson & Johnson
Type:
Buy
Date
Feb 8, 2023
LSTZA
Liberty Media Corporation - Series C
Type:
Sell
Date
Jan 31, 2023
PFE
Pfizer, Inc.
Type:
Buy
Date
Feb 1, 2023
FLR
Fluor Corporation
Type:
Sell
Date
Feb 17, 2023
SHW
Sherwin-Williams Company (SHW)
Type:
Buy
Date
Feb 20, 2023
LNT
Alliant Energy Corporation (LNT)
Type:
Buy
Date
Jan 31, 2023
ADSK
Autodesk, Inc.
Type:
Buy
Date
Jan 31, 2023
BLK
BlackRock, Inc.
Type:
Sell
Date
Feb 2, 2023
BLK
BlackRock, Inc.
Type:
Sell
Date
Feb 1, 2023
HPP
Hudson Pacific Properties, Inc. (HPP) S
Type:
Sell
Date
Jan 5, 2023
JCI
Johnson Controls International plc
Type:
Buy
Date
Jan 11, 2023
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jan 4, 2023
SHW
Sherwin-Williams Company (SHW)
Type:
Buy
Date
Jan 11, 2023
DEO
Diageo plc
Type:
Buy
Date
Jan 5, 2023
DEO
Diageo plc
Type:
Buy
Date
Jan 4, 2023
ACN
Accenture plc Class A Ordinary Shares P
Type:
Buy
Date
Jan 11, 2023
FLR
Fluor Corporation
Type:
Sell
Date
Jan 5, 2023
UNP
Union Pacific Corporation
Type:
Buy
Date
Nov 30, 2022
D
Dominion Energy, Inc.
Type:
Buy
Date
Nov 30, 2022
CARG
CarGurus, Inc. - Class A
Type:
Sell
Date
Nov 22, 2022
BLK
BlackRock, Inc.
Type:
Sell
Date
Dec 7, 2022
BLK
BlackRock, Inc.
Type:
Sell
Date
Nov 30, 2022
D
Dominion Energy, Inc.
Type:
Buy
Date
Dec 1, 2022
DD
DuPont de Nemours, Inc.
Type:
Sell
Date
Nov 30, 2022
HPP
Hudson Pacific Properties, Inc. (HPP) S (partial)
Type:
Sell
Date
Dec 8, 2022
PLD
ProLogis, Inc.
Type:
Buy
Date
Nov 30, 2022
PLD
ProLogis, Inc.
Type:
Buy
Date
Dec 7, 2022
PLD
ProLogis, Inc.
Type:
Buy
Date
Dec 8, 2022
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer