Hakeem S. Jeffries portfolio

Hakeem S. Jeffries has represented NY's 8th district in the House since 2013. Hakeem S. Jeffries has disclosed 22 trades (11 purchases, 10 sales); the latest was on May 17, 2021. Over the past year the disclosed stock holdings returned +9.9%, against +11.8% for the S&P 500.

DDemocratParty

Member of HouseRepresents NY

$192KEst. portfolio value

5 years agoLast trade

+9.9%1Y return, from filings

1M return+2.0%S&P 500 -0.3% · 6 positionsOn their trade dates: +2.0%

3M return-0.7%S&P 500 +1.7% · 6 positionsOn their trade dates: -0.7%

YTD return+8.4%S&P 500 +11.4% · 6 positionsOn their trade dates: +8.4%

1Y return+9.9%S&P 500 +11.8% · 6 positionsOn their trade dates: +9.9%

3Y return+50.7%S&P 500 +81.7% · 6 positionsOn their trade dates: +50.6%

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 $127K across 6 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Hakeem S. Jeffries
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
REGLProShares S&P MidCap 400 Dividend ar istocrats ETF	$52K	Aug 23, 2018Purchase	$15K–50K1 purchase	$57.31	+58.63%	$91.80	1
IUSGP ISHARES Core S&P u.S. Growth ETF	$30K	Aug 15, 2017Purchase	$1K–15K1 purchase	$49.50	+271.62%	$185.03	1
IUSVIUSV	$18K	Aug 15, 2017Purchase	$1K–15K1 purchase	$51.19	+128.94%	$115.96	1
VEAarkets ETF	$13K	Aug 15, 2017Purchase	$1K–15K1 purchase	$42.06	+64.50%	$69.57	1
GOVTGOVT	$7K	Aug 15, 2017Purchase	$1K–15K1 purchase	$25.32	-12.78%	$22.28	1
LQDbond	$7K	Aug 15, 2017Purchase	$1K–15K1 purchase	$120.27	-14.31%	$104.17	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.