HOUSE · NY-6 · SINCE 2013

Grace Meng portfolio

Grace Meng has represented NY's 6th district in the House since 2013. Committee seats: Appropriations. Grace Meng has disclosed 25 trades (17 purchases, 7 sales); the latest was on Jul 1, 2019. Over the past year the disclosed stock holdings returned +14.6%, against +11.8% for the S&P 500.

DDemocratParty

Member of HouseRepresents NY

$176KEst. portfolio value

7 years agoLast trade

+14.6%1Y return, from filings

1M return+3.1%S&P 500 -0.3% · 4 positionsOn their trade dates: +3.2%

3M return-0.2%S&P 500 +1.7% · 4 positionsOn their trade dates: +0.1%

YTD return+17.4%S&P 500 +11.4% · 4 positionsOn their trade dates: +17.7%

1Y return+14.6%S&P 500 +11.8% · 4 positionsOn their trade dates: +14.9%

3Y return+57.3%S&P 500 +81.7% · 4 positionsOn their trade dates: +57.4%

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.

HouseAppropriations

Est. value $160K across 8 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Grace Meng
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
TILVXTIAA-CREF Large-Cap Value Index Fund - Institutional Class	$36K	Dec 11, 2015Purchase	$2K–30K2 purchases	$15.54	+114.29%	$35.10	2
TCIEXTIAA-CREF International Equity Index Fund - Institutional Class	$30K	Dec 12, 2015Purchase	$2K–30K2 purchases	$16.51	+86.70%	$30.75	2
TISBXTIAA-CREF small-Cap Blend IndexFund - Institutional Class	$29K	Dec 11, 2015Purchase	$2K–30K2 purchases	$16.59	+80.81%	$30.05	4
TIMVXTIAA-CREF Mid-Cap Value Fund - Institutional Class	$17K	Dec 11, 2015Purchase	$2K–30K2 purchases	$20.09	+0.14%	$21.25	2
QREARXTIAA Real Estate	$16K	Dec 11, 2015Purchase	$2K–30K2 purchases	No data	—	$509.28	2
QCGLIXCREF Global Equities R3	$16K	Dec 11, 2015Purchase	$2K–30K2 purchases	No data	—	$476.95	2
QCGRIXCREF Growth R3	$8K	Dec 11, 2015Purchase	$1K–15K1 purchase	No data	—	$647.62	1
XLSP Exelis Inc. Common stock N ew	$8K	Jan 8, 2014Purchase	$1K–15K1 purchase	No data	—	—	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.