Stephen F. Lynch sold Fidelity Balanced Fund [OT] (--)
Stephen F. Lynch (D-MA), a U.S. Representative, has disclosed 11 trades in Fidelity Balanced Fund [OT] (--) since 2021, 3 purchases and 8 sales, worth an estimated $745K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a sale: Stephen F. Lynch sold $15,001 - $50,000 of Fidelity Balanced Fund [OT] (--) on June 3, 2024. Since that trade, -- is up +0.00% against the S&P 500 up +45.89%, an outperformance of -45.89%.
Across these filings, Stephen F. Lynch has been a net seller of -- (a buy-to-sell ratio of 0.38). Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Stephen F. Lynch's -- trades vs the price
-- is up +0.00% since Stephen F. Lynch sold on June 3, 2024, versus +45.89% for the S&P 500.
Performance since this trade
All Stephen F. Lynch -- trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Stephen F. Lynch & -- trading FAQ
Is it legal for Stephen F. Lynch to trade Fidelity Balanced Fund [OT] (--) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Fidelity Balanced Fund [OT] (--), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. BullishWhales tracks those disclosures; this page does not imply the trade was improper.
When did Stephen F. Lynch sell --?
Stephen F. Lynch disclosed a sale of $15,001 - $50,000 of Fidelity Balanced Fund [OT] (--) on June 3, 2024, according to public STOCK Act filings.
How has -- performed since Stephen F. Lynch's trade?
Since Stephen F. Lynch sold -- on June 3, 2024, the stock is up +0.00%, versus +45.89% for the S&P 500 over the same period, an outperformance of -45.89%.
How many times has Stephen F. Lynch traded --?
Stephen F. Lynch has disclosed 11 -- trades since 2021 (3 purchases and 8 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional -- trades?
BullishWhales tracks every disclosed congressional trade in Fidelity Balanced Fund [OT] (--) on the Fidelity Balanced Fund [OT] congressional trading page, which aggregates filings across all members of Congress.
Stephen F. Lynch's -- tradesAll congressional filings for Fidelity Balanced Fund [OT]Stephen F. Lynch's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.