David P. Roe
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
- $25,000,001 - $50,000,000
- Median midpoint $8K
- All-time volume
- $136M
- 1,717 trades
- Late filings
- 5
- Filed after the STOCK Act deadline
- Hindsight 15% moves
- 10.0% · 23 of 1,717
- Stock moved 15%+ the trade's way within 30 trading days
- Avg 30-day forward return
- -1.5%
- 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
- Parker-Hannifin Corporation12.1%$159.7K
- Merck & Co., Inc.10.5%$138.7K
- The Coca-Cola Company6.2%$82.1K
- Philip Morris International Inc.5.7%$75.3K
- Thermo Fisher Scientific Inc.5.5%$72.3K
- Fifth Third Bancorp4.5%$59.5K
- Welltower Inc.4.5%$59.1K
- Eastman Chemical Company4.0%$52.4K
- Honeywell International Inc.3.8%$49.7K
- Broadridge Financial Solutions, Inc.3.0%$39.7K
Sector allocation Estimated
- Healthcare23.8%$313.9K
- Industrials22.6%$298.3K
- Consumer Defensive11.9%$157.4K
- Technology11.6%$153.1K
- Financial Services11.6%$152.5K
- Real Estate7.1%$93.3K
- Basic Materials4.8%$63.8K
- Consumer Cyclical2.9%$38.1K
- Energy2.6%$34.7K
- Utilities1.0%$13.3K
- Communication Services0.1%$1.1K
Trades
Best buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC UNSOLICITED Trade# | Buy | Self | $1,001 - $15,000 | +788.1% | Feb 21, 2020 | Mar 12, 202020d | FilingOCR |
| EME | EMCOR GROUP INC UNSOLICITED Trade# | Buy | Self | $1,001 - $15,000 | +463.6% | Jan 17, 2020 | Feb 14, 202028d | FilingOCR |
| WELL | WELLTOWER INC REIT UNSOLICITED | Buy | Self | $1,001 - $15,000 | +276.3% | Mar 18, 2020 | Apr 7, 202020d | FilingOCR |
Worst buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| MPT | MEdIcAL ProPERtIES TRuST INg REIt | BuyReview | Self | $1,001 - $15,000 | -265.6% | Aug 31, 2020 | Apr 7, 2020-146d | FilingOCR |
| WHR | WHIRLPOOL CORP UNSOLICITED Trade#:( | Buy | Self | $1,001 - $15,000 | -264.8% | Feb 3, 2020 | Mar 12, 202038d | FilingOCR |
| WHR | WHIRLPOOL CORP UNSOLICITED Trade#: | Buy | Self | $15,001 - $50,000 | -227.1% | Apr 6, 2020 | May 15, 202039d | FilingOCR |
Totals: $124.5M bought and $11.5M sold (range midpoints); first trade Jan 6, 2020, last trade Dec 31, 2020. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.