Copy Invest | Sonar Terminal

Christopher Davis - Davis Selected Advisers

1642 trades · 1537 closed · 105 open · Win rate: 38.9% · Avg return: +29.9% · Median return: 0%

⚠ 155 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
HGIC - Harleysville Group Inc Common Stock	Q1 1999	$19.38	Q1 1999	$19.38	+0.00%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q2 2008	$64.61	Q2 2008	$64.61	+0.00%	Closed	History

HME - Home Properties Inc. Common	Q2 2012	$61.35	Q2 2012	$61.35	+0.00%	Closed	History

HME - Home Properties Inc.	Q4 2012	$61.31	Q4 2012	$61.31	+0.00%	Closed	History

HR - Healthcare Realty Trust Inc.	Q3 2022	$20.85	Q3 2022	$20.85	+0.00%	Closed	History

HRB - H&R Block, Inc.	Q1 2003	$25.19	Q1 2003	$25.19	+0.00%	Closed	History

HUG - Hughes Supply, Inc. CS	Q1 2003	$52.40	Q1 2003	$52.40	+0.00%	Closed	History

IBM - International Business Machines Corp.	Q1 1999	$84.73	Q1 1999	$84.73	+0.00%	Closed	History

ICNU - Icn Pharmaceuticals Inc Common Stock	Q3 1999	$17.31	Q3 1999	$17.31	+0.00%	Closed	History

ING - ING Groep N.V.	Q2 2007	$43.98	Q2 2007	$43.98	+0.00%	Closed	History

INTC - Intel Corp.	Q4 2005	$24.96	Q4 2005	$24.96	+0.00%	Closed	History

INTC - Intel Corp.	Q4 2006	$20.17	Q4 2006	$20.17	+0.00%	Closed	History

INTC - Intel Corp.	Q2 2008	$21.48	Q2 2008	$21.48	+0.00%	Closed	History

IPG - Interpublic Group Cos Inc Common Stock	Q4 2005	$9.66	Q4 2005	$9.66	+0.00%	Closed	History

ISCA - INTERNATIONAL SPEEDWAY CORP Common Stock	Q3 2000	$38.93	Q3 2000	$38.93	+0.00%	Closed	History

IT.B - Gartner Group, Incorporated Common Stock	Q3 1999	$16.46	Q3 1999	$16.46	+0.00%	Closed	History

ITG - INVESTMENT TECHNOLOGY GROUP Common Stock	Q4 2000	$93,883.25	Q4 2000	$93,883.25	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q1 2003	$56.00	Q1 2003	$56.00	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2003	$57.51	Q4 2003	$57.51	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2004	$62.88	Q4 2004	$62.88	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q2 2005	$62.30	Q2 2005	$62.30	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2009	$53.02	Q4 2009	$53.02	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2010	$59.61	Q4 2010	$59.61	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2011	$57.83	Q4 2011	$57.83	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2012	$66.39	Q4 2012	$66.39	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2013	$85.35	Q4 2013	$85.35	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2014	$93.77	Q4 2014	$93.77	+0.00%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2016	$101.38	Q4 2016	$101.38	+0.00%	Closed	History

IVIL - iVillage Inc. Common Stock	Q1 1999	$100.00	Q1 1999	$100.00	+0.00%	Closed	History

IVR - Invitrogen Corp. Common	Q2 2008	$391.90	Q2 2008	$391.90	+0.00%	Closed	History

IVV - iShares Core S&P 500 ETF	Q3 2008	$116.82	Q3 2008	$116.82	+0.00%	Closed	History

IWB - iShares Russell 1000 ETF	Q4 2016	$124.46	Q4 2016	$124.46	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q1 2008	$76.20	Q1 2008	$76.20	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2008	$51.12	Q4 2008	$51.12	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2014	$122.31	Q4 2014	$122.31	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2015	$120.30	Q4 2015	$120.30	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2016	$132.97	Q4 2016	$132.97	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2017	$158.21	Q4 2017	$158.21	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2018	$146.92	Q4 2018	$146.92	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2020	$223.31	Q4 2020	$223.31	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2021	$277.53	Q4 2021	$277.53	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2022	$220.68	Q4 2022	$220.68	+0.00%	Closed	History

IYR - Ishares T Dj Us R Est Common	Q4 2008	$35.55	Q4 2008	$35.55	+0.00%	Closed	History

JBL - Jabil Inc.	Q4 2005	$37.09	Q4 2005	$37.09	+0.00%	Closed	History

JEG - Jacobs Engineering Group Inc Common	Q2 2008	$80.68	Q2 2008	$80.68	+0.00%	Closed	History

JHF - HANCOCK JOHN FINL SVCS INC Common Stock	Q2 2000	$17.43	Q2 2000	$17.43	+0.00%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q1 1999	$30.00	Q1 1999	$30.00	+0.00%	Closed	History

JNC-W - John Nuveen Co Cl A Common Stock	Q3 1999	$36.36	Q3 1999	$36.36	+0.00%	Closed	History

JNPR - Juniper Networks Common Stock	Q3 1999	$181.82	Q3 1999	$181.82	+0.00%	Closed	History

JNPR - Juniper Networks Common	Q2 2008	$22.17	Q2 2008	$22.17	+0.00%	Closed	History

JPM - JPMorgan Chase & Co.	Q2 2001	$4.40	Q2 2001	$4.40	+0.00%	Closed	History

K - Kellogg Co Common	Q2 2008	$48.06	Q2 2008	$48.06	+0.00%	Closed	History

KBL - Keebler Foods Co Common Stock	Q1 1999	$36.51	Q1 1999	$36.51	+0.00%	Closed	History

KBL - Keebler Corp. Common Stock	Q4 1999	$1.10	Q4 1999	$1.10	+0.00%	Closed	History

KFT - Kraft Foods Inc. Common Stock	Q4 2005	$28.17	Q4 2005	$28.17	+0.00%	Closed	History

KFT - Kraft Foods Inc. Common	Q2 2008	$28.45	Q2 2008	$28.45	+0.00%	Closed	History

KLMR - Klm Royal Dutch Airlns Common Stock	Q3 1999	$20.00	Q3 1999	$20.00	+0.00%	Closed	History

KMB - Kimberly-Clark Corp.	Q4 2005	$57.19	Q4 2005	$57.19	+0.00%	Closed	History

KMB - Kimberly-Clark Corp.	Q2 2008	$57.31	Q2 2008	$57.31	+0.00%	Closed	History

KMT - Kennametal Inc.	Q3 1999	$12.82	Q3 1999	$12.82	+0.00%	Closed	History

KMX - CarMax, Inc.	Q2 2004	$10.94	Q2 2004	$10.94	+0.00%	Closed	History

KO - The Coca-Cola Co.	Q3 2000	$27.56	Q3 2000	$27.56	+0.00%	Closed	History

KO - The Coca-Cola Co.	Q4 2008	$22.65	Q4 2008	$22.65	+0.00%	Closed	History

KR - The Kroger Co.	Q3 1999	$10.72	Q3 1999	$10.72	+0.00%	Closed	History

KR - The Kroger Co.	Q2 2000	$23.87	Q2 2000	$23.87	+0.00%	Closed	History

KR - The Kroger Co.	Q4 2005	$9.44	Q4 2005	$9.44	+0.00%	Closed	History

LCX - L-3 Communications Hldgs Inc Common	Q2 2008	$90.88	Q2 2008	$90.88	+0.00%	Closed	History

LEHMQ - Lehman Bros Holdings Inc.	Q2 1999	$63.33	Q2 1999	$63.33	+0.00%	Closed	History

LHO - LaSalle Hotel Properties Common	Q1 2009	$5.84	Q1 2009	$5.84	+0.00%	Closed	History

LHO - LaSalle Hotel Properties	Q1 2018	$29.01	Q1 2018	$29.01	+0.00%	Closed	History

LLY - Eli Lilly and Co.	Q1 1999	$84.87	Q1 1999	$84.87	+0.00%	Closed	History

LLY - Eli Lilly and Co.	Q3 1999	$65.00	Q3 1999	$65.00	+0.00%	Closed	History

LLY - Eli Lilly and Co.	Q4 2006	$52.22	Q4 2006	$52.22	+0.00%	Closed	History

LLY - Eli Lilly and Co.	Q2 2008	$46.16	Q2 2008	$46.16	+0.00%	Closed	History

LNCR - Lincare Holdings Inc. CS	Q1 2003	$31.40	Q1 2003	$31.40	+0.00%	Closed	History

LPT - Liberty Property Trust Common	Q1 2009	$18.90	Q1 2009	$18.90	+0.00%	Closed	History

LSTZA - Liberty Media - Starz Series A Common	Q3 2011	$63.56	Q3 2011	$63.56	+0.00%	Closed	History

LTRC - Lowes Corp Carolina Common	Q2 2005	$33.33	Q2 2005	$33.33	+0.00%	Closed	History

LVLT - Level 3 Communications, Inc. Common Stock	Q3 2002	$3.89	Q3 2002	$3.89	+0.00%	Closed	History

LVNAR - Liberty Ventures Rights	Q3 2012	$13.54	Q3 2012	$13.54	+0.00%	Closed	History

MAC - The Macerich Co.	Q3 1999	$26.45	Q3 1999	$26.45	+0.00%	Closed	History

MAC - The Macerich Co.	Q4 2009	$35.44	Q4 2009	$35.44	+0.00%	Closed	History

MBBYF - Mobileye N.V.	Q1 2017	$61.40	Q1 2017	$61.40	+0.00%	Closed	History

MBI - MBIA Inc.	Q3 1999	$31.11	Q3 1999	$31.11	+0.00%	Closed	History

MCD - McDonald's Corp.	Q1 1999	$45.31	Q1 1999	$45.31	+0.00%	Closed	History

MCD - McDonald's Corp.	Q2 2000	$32.89	Q2 2000	$32.89	+0.00%	Closed	History

MCD - McDonald's Corp.	Q2 2008	$56.24	Q2 2008	$56.24	+0.00%	Closed	History

MCDTA - MCDATA CORP CLASS A Common Stock	Q1 2001	$18.87	Q1 2001	$18.87	+0.00%	Closed	History

MCK - McKesson Corp.	Q2 2008	$55.91	Q2 2008	$55.91	+0.00%	Closed	History

MCY - Mercury General Corp.	Q4 2000	$43.86	Q4 2000	$43.86	+0.00%	Closed	History

MCY - Mercury General Corp.	Q2 2001	$3.47	Q2 2001	$3.47	+0.00%	Closed	History

MER - Merrill Lynch & Co Inc Common Stock	Q3 1999	$67.83	Q3 1999	$67.83	+0.00%	Closed	History

MER - MERRILL LYNCH & CO INC Common Stock	Q4 2000	$68.22	Q4 2000	$68.22	+0.00%	Closed	History

MER - Merrill Lynch & Co Inc Common Stock	Q2 2001	$4.97	Q2 2001	$4.97	+0.00%	Closed	History

MHK - Mohawk Industries, Inc.	Q1 2008	$71.74	Q1 2008	$71.74	+0.00%	Closed	History

MHK - Mohawk Industries, Inc.	Q2 2020	$101.76	Q2 2020	$101.76	+0.00%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q1 1999	$57.06	Q1 1999	$57.06	+0.00%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q1 2005	$55.92	Q1 2005	$55.92	+0.00%	Closed	History

MMM - 3M Co.	Q4 2005	$64.80	Q4 2005	$64.80	+0.00%	Closed	History

MOLX - Molex Inc Common Stock	Q1 1999	$29.38	Q1 1999	$29.38	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.