HOUSE · CA-53 · 2001–2021

Susan A. Davis portfolio

Susan A. Davis represented CA in the House until 2021. Trades below come from filings made while in office. Susan A. Davis has disclosed 67 trades (37 purchases, 30 sales); the latest was on Oct 28, 2020. Over the past year the disclosed stock holdings returned +45.2%, against +11.8% for the S&P 500.

DDemocratParty

Former member of HouseRepresents CA

$1.1MEst. portfolio value

6 years agoLast trade

+45.2%1Y return, from filings

1M return-17.5%S&P 500 -0.3% · 8 positionsOn their trade dates: -19.1%

3M return-13.2%S&P 500 +1.7% · 8 positionsOn their trade dates: -14.1%

YTD return+46.2%S&P 500 +11.4% · 8 positionsOn their trade dates: +48.8%

1Y return+45.2%S&P 500 +11.8% · 8 positionsOn their trade dates: +46.4%

3Y return+98.6%S&P 500 +81.7% · 8 positionsOn their trade dates: +102.1%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $1.1M across 10 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Susan A. Davis
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
FTNTFortinet, Inc.	$732K	Oct 28, 2020Purchase	$31K–115K3 purchases	$10.75	+1050.26%	$135.41	4
VSATViaSat, Inc.	$72K	Oct 28, 2020Purchase	$17K–80K3 purchases	$51.81	+94.65%	$77.25	3
FFord Motor Company	$52K	Oct 28, 2020Purchase	$15K–50K1 purchase	$7.70	+34.53%	$12.22	1
VWDRYVestas Wind Systems AS AmericanDepositary Shares	$44K	Feb 11, 2020Purchase	$15K–50K1 purchase	$6.99	+63.38%	$9.44	1
FBFacebook, Inc. - Class A	$41K	Mar 16, 2020Purchase	$16K–65K2 purchases	No data	—	$45.65	2
RYLRyland group, Inc.	$33K	Mar 31, 2015Purchase	$15K–50K1 purchase	No data	—	—	1
EXCExelon Corporation	$31K	Mar 16, 2020Purchase	$2K–30K2 purchases	$23.80	+71.31%	$46.20	2
ILMNIllumina, Inc.	$27K	Jan 11, 2019Purchase	$15K–50K1 purchase	$298.71	-7.95%	$247.61	1
BIDUBaidu, Inc. - American Depositary Shares, each representin g onetenth Class A ordinary share	$26K	Mar 16, 2020Purchase	$16K–65K2 purchases	$122.08	-23.33%	$77.27	2
CSIQCanadian Solar Inc. - common shares	$8K	Oct 28, 2020Purchase	$15K–50K1 purchase	$37.99	-78.88%	$9.03	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.