Alan S. Lowenthal
Filing statistics
Whale profile Estimated
Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count.
- 12-month volume
- $0
- 0 trades · midpoints
- Largest trade
- $100,001 - $250,000
- Median midpoint $8K
- All-time volume
- $6M
- 449 trades
- Late filings
- 32
- Filed after the STOCK Act deadline
- Hindsight 15% moves
- 15.3% · 51 of 449
- Stock moved 15%+ the trade's way within 30 trading days
- Avg 30-day forward return
- -4.0%
- Sign-adjusted: buys +, sells −
Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated
Estimated portfolio Estimated
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Top holdings Estimated
- NVIDIA Corporation16.8%$163.4K
- Verisk Analytics, Inc.8.5%$83K
- S&P Global Inc.8.5%$82.8K
- NextEra Energy, Inc.6.5%$63.3K
- AstraZeneca PLC6.3%$61.2K
- Brookfield Infrastructure Corporation5.4%$52.4K
- Service Corporation International5.4%$52.3K
- Waste Connections, Inc.3.9%$37.8K
- T-Mobile US, Inc.3.8%$37.1K
- iShares Russell 2000 Value ETF3.5%$33.7K
Sector allocation Estimated
- Technology26.7%$260.5K
- Industrials16.3%$159.5K
- Utilities11.9%$115.7K
- Financial Services11.6%$113.2K
- Healthcare11.2%$109.4K
- Consumer Cyclical10.3%$100.1K
- Communication Services7.2%$69.8K
- ETF3.7%$35.9K
- Basic Materials1.2%$11.7K
Trades
Best buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation (NVDA) | Buy | Spouse | $1,001 - $15,000 | +1201.2% | Mar 11, 2021 | Mar 23, 202112d | Filing |
| NVDA | NVIDIA Corporation (NVDA) | Buy | Joint | $1,001 - $15,000 | +1117.9% | Mar 23, 2021 | Apr 4, 202112d | Filing |
| APH | Amphenol Corp | Buy | Spouse | $15,001 - $50,000 | +228.8% | Dec 22, 2020 | Jan 9, 202118d | Filing |
Worst buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| SH | ProShares Short S&P500 (SH) | Buy | Spouse | $1,001 - $15,000 | -260.4% | Mar 10, 2020 | Mar 17, 20207d | Filing |
| SH | ProShares Short S&P500 (SH) | BuyReview | Spouse | $383.23 | -260.4% | Mar 10, 2020 | Mar 17, 20207d | Filing |
| SH | ProShares Short S&P500 (SH) | BuyReview | Spouse | $848.58 | -260.4% | Mar 10, 2020 | Mar 17, 20207d | Filing |
Option trades
Totals: $2.8M bought and $3.2M sold (range midpoints); first trade May 31, 2019, last trade Dec 14, 2022. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.