Copy Invest | Sonar Terminal

Thomas Russo - Gardner Russo & Quinn

1872 trades · 1793 closed · 79 open · Win rate: 42.8% · Avg return: +29.6% · Median return: 0%

⚠ 99 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
MKC - McCormick & Co., Inc.	Q3 2000	$7.44	Q4 2000	$9.02	+21.21%	Closed	History

JEG - Jacobs Engr Group Inc Del	Q3 2005	$67.40	Q4 2006	$81.63	+21.11%	Closed	History

FLMIQ - Fleming Cos Inc Common	Q4 2001	$18.50	Q1 2002	$22.40	+21.08%	Closed	History

ONEXF - Onex Corporation	Q4 2011	$32.76	Q3 2012	$39.66	+21.06%	Closed	History

1813267D - S Y Bancorp Inc	Q3 2011	$18.88	Q1 2013	$22.82	+20.87%	Closed	History

SENEA - Seneca Foods Corp.	Q1 1999	$10.76	Q2 2002	$13.00	+20.82%	Closed	History

SOV - Sovereign Bancorp Inc	Q3 2003	$18.55	Q2 2005	$22.34	+20.43%	Closed	History

365164Q - St Paul Travelers Inc	Q4 2005	$44.68	Q4 2006	$53.71	+20.21%	Closed	History

PENN - PENN Entertainment, Inc.	Q1 2003	$2.01	Q3 2003	$2.41	+20.11%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q4 2005	$15.00	Q2 2007	$18.00	+20.00%	Closed	History

THI - Tim Hortons Inc	Q1 2006	$25.00	Q2 2008	$30.00	+20.00%	Closed	History

RBGPF - Reckitt Benckiser Group PLC	Q1 2011	$51.25	Q3 2024	$61.39	+19.79%	Closed	History

WMT - Walmart Inc.	Q4 2005	$15.60	Q4 2008	$18.69	+19.76%	Closed	History

HMS - Host Marriott Svcs Corp	Q1 1999	$6.80	Q2 1999	$8.13	+19.56%	Closed	History

AMB - Fortune Brands Inc Common	Q4 2001	$39.59	Q3 2002	$47.29	+19.45%	Closed	History

ESP - Espey Mfg & Electrs Corp	Q2 1999	$6,125.00	Q4 1999	$7,312.50	+19.39%	Closed	History

3022239Q - Wendys Intl Inc Common	Q4 2002	$27.07	Q3 2003	$32.30	+19.32%	Closed	History

9486 - Bell Atlantic Corp	Q1 1999	$51,660.00	Q4 1999	$61,562.51	+19.17%	Closed	History

NKE - NIKE, Inc.	Q3 2002	$5.40	Q1 2003	$6.43	+19.08%	Closed	History

PL - Planet Labs PBC	Q1 1999	$37.50	Q4 2006	$44.64	+19.04%	Closed	History

AAL - American Airlines Group Inc.	Q2 2007	$59.08	Q2 2008	$70.26	+18.92%	Closed	History

CAT - Caterpillar Inc.	Q3 2011	$72.73	Q1 2013	$86.45	+18.86%	Closed	History

TYCN - Tyco International Ltd	Q2 2007	$60.22	Q2 2008	$71.43	+18.62%	Closed	History

GWR - Genesee & Wyo Inc Cl A	Q4 2004	$28.13	Q2 2008	$33.33	+18.49%	Closed	History

MHK - Mohawk Industries, Inc.	Q4 2002	$56.95	Q3 2008	$67.44	+18.42%	Closed	History

6684 - Hewlett Packard	Q3 2011	$22.00	Q4 2011	$26.00	+18.18%	Closed	History

BLS - Bellsouth Corp	Q2 2006	$36.20	Q3 2006	$42.76	+18.12%	Closed	History

BHI - Baker Hughes Inc	Q1 1999	$24.56	Q3 1999	$29.00	+18.08%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q1 2006	$48.39	Q2 2008	$57.14	+18.08%	Closed	History

LGE - Lg&e Energy Corp	Q1 1999	$20.72	Q3 2000	$24.45	+18.00%	Closed	History

SUSQ - Susquehanna Bancshrs Inc	Q1 1999	$18.36	Q3 2002	$21.65	+17.92%	Closed	History

582663Q - Liberty Media Intl Inc Cl A	Q2 2004	$37.10	Q1 2005	$43.74	+17.90%	Closed	History

BYCBF - Barry Callebaut AG	Q1 2011	$820.00	Q1 2013	$966.67	+17.89%	Closed	History

HI - Hillenbrand Inc	Q3 2011	$18.67	Q4 2011	$22.00	+17.84%	Closed	History

NSRGY - Nestlé S.A.	Q1 1999	$18.00	Q2 2001	$21.20	+17.78%	Closed	History

BTI - British American Tobacco p.l.c.	Q4 2005	$22.54	Q4 2008	$26.54	+17.75%	Closed	History

AVP - Avon Prods Inc	Q2 2006	$30.91	Q2 2008	$36.36	+17.63%	Closed	History

SSNHZ - Samsung Electronics Ltd	Q1 2004	$249.46	Q2 2008	$293.33	+17.59%	Closed	History

ILA - Aquila Inc	Q1 2006	$4.00	Q4 2006	$4.70	+17.50%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2012	$20.00	Q1 2013	$23.50	+17.50%	Closed	History

AAIG - American Intl Group Inc	Q2 2005	$58.10	Q4 2005	$68.23	+17.44%	Closed	History

LCRY - Lecroy Corp	Q1 1999	$15.33	Q3 1999	$18.00	+17.42%	Closed	History

VNUVF - Vnu N V	Q2 2002	$27.77	Q1 2006	$32.59	+17.36%	Closed	History

RYWBX - Rydex Ser Fds Dyn Weakening Do	Q2 2006	$450.00	Q1 2008	$527.76	+17.28%	Closed	History

677004Q - Texaco Inc	Q1 1999	$56.79	Q2 2001	$66.60	+17.27%	Closed	History

BAMXF - Bayerische Magoren Werke	Q1 2004	$40.94	Q2 2008	$48.00	+17.24%	Closed	History

BOW - Bowater Inc	Q1 1999	$39.62	Q3 2000	$46.44	+17.21%	Closed	History

Y - Alleghany Corp	Q2 2019	$682.10	Q4 2019	$799.38	+17.19%	Closed	History

PBVA - Panamerican Bevrges Cl A	Q1 1999	$17.33	Q2 2001	$20.30	+17.14%	Closed	History

VSTNQ - Visteon Corp Common	Q2 2000	$12.12	Q2 2002	$14.20	+17.12%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q2 2007	$19.07	Q4 2007	$22.33	+17.09%	Closed	History

UBER - Uber Technologies, Inc.	Q4 2023	$61.57	Open	$72.08	+17.07%	Open	History

HSY - The Hershey Co.	Q1 1999	$28.06	Q2 2008	$32.83	+17.02%	Closed	History

STO - Statoil Asa Rponsored Ad	Q1 2004	$12.34	Q3 2004	$14.44	+17.02%	Closed	History

PVN - Providian Finl Corp	Q2 2004	$14.67	Q1 2005	$17.16	+16.97%	Closed	History

BLS - Bellsouth Corp	Q1 1999	$40,050.00	Q4 1999	$46,812.43	+16.88%	Closed	History

HUB - Chubb Corp	Q3 2011	$60.00	Q1 2012	$70.00	+16.67%	Closed	History

UNPA - UNB Corp PA	Q3 2011	$114.29	Q1 2013	$133.33	+16.66%	Closed	History

OLED - Universal Display Corp.	Q4 2005	$10.57	Q2 2008	$12.32	+16.56%	Closed	History

CBRY - Cadbury Schweppes Ord	Q4 2005	$9.45	Q1 2008	$11.01	+16.51%	Closed	History

SU - Suncor Energy Inc.	Q3 2011	$25.75	Q1 2013	$30.00	+16.50%	Closed	History

FDFAX - Fid-Select Food & Agric	Q2 2003	$39.93	Q1 2004	$46.51	+16.48%	Closed	History

LAMR - Lamar Advertising Co.	Q3 2010	$31.85	Q1 2011	$36.98	+16.11%	Closed	History

CLX - The Clorox Co.	Q3 2000	$39.56	Q3 2003	$45.87	+15.95%	Closed	History

UVV - Universal Corp.	Q1 2003	$37.76	Q2 2005	$43.78	+15.94%	Closed	History

3054Q - Ameritech Corp	Q1 1999	$57.64	Q3 1999	$66.75	+15.80%	Closed	History

GSOF - Group 1 Software Inc New Common	Q4 2001	$15.55	Q1 2003	$18.00	+15.76%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2006	$16.25	Q2 2008	$18.75	+15.38%	Closed	History

KFT - Kraft Foods Inc CL A	Q3 2011	$33.56	Q2 2012	$38.71	+15.35%	Closed	History

WAG - Walgreen Company	Q1 1999	$28.27	Q2 2008	$32.54	+15.10%	Closed	History

APC - Anadarko Pete Corp	Q2 2005	$82.15	Q4 2005	$94.50	+15.03%	Closed	History

RDPL - Royal Dutch Petro-Ny Shrs	Q1 1999	$52.22	Q1 2005	$60.04	+14.98%	Closed	History

EMC - EMC Corp	Q3 2011	$20.89	Q1 2013	$24.00	+14.89%	Closed	History

SABA - Templeton Global Income Fd	Q1 2003	$15.46	Q2 2005	$17.76	+14.88%	Closed	History

LAF - Lafarge North America	Q1 2004	$86.21	Q3 2004	$98.99	+14.82%	Closed	History

MDT - Medtronic plc	Q1 2003	$45.12	Q2 2005	$51.79	+14.78%	Closed	History

VEIPX - Vang Equity Inc Fd	Q1 2003	$17.52	Q3 2003	$20.11	+14.78%	Closed	History

BRYG - Berkshire Hathaway Inc Del	Q2 2009	$2,895.72	Q3 2009	$3,323.00	+14.76%	Closed	History

TTEN - Total S A-Spon ADR	Q3 2011	$43.57	Q3 2012	$50.00	+14.76%	Closed	History

3891289Q - Mobil Corp	Q1 1999	$87.97	Q3 1999	$100.75	+14.53%	Closed	History

L - Loews Corp.	Q1 1999	$12.50	Q3 2002	$14.30	+14.37%	Closed	History

TTEN - Total Fina Elf S A Adr	Q2 2004	$96.08	Q4 2004	$109.84	+14.32%	Closed	History

BIDU - Baidu, Inc.	Q3 2011	$103.70	Q3 2012	$118.52	+14.29%	Closed	History

SWGAY - The Swatch Group AG ADR	Q4 2015	$17.50	Q3 2018	$19.99	+14.23%	Closed	History

CVE - Cenovus Energy Inc.	Q4 2009	$25.20	Q3 2010	$28.78	+14.21%	Closed	History

JCDXF - Jc Decaus SA Act	Q1 2004	$22.35	Q2 2008	$25.50	+14.09%	Closed	History

COC.A - Conoco Inc Cl A	Q4 1999	$24.74	Q2 2001	$28.20	+13.99%	Closed	History

GPN - Global Payments Inc.	Q2 2012	$21.76	Q1 2013	$24.76	+13.81%	Closed	History

2269952Q - Shell Trans & Trad Plc Ny	Q1 1999	$40.00	Q3 1999	$45.50	+13.75%	Closed	History

DE - Deere & Co.	Q2 2008	$72.15	Q3 2014	$82.00	+13.65%	Closed	History

SIEGY - Siemens AG ADR	Q3 2011	$44.00	Q1 2012	$50.00	+13.64%	Closed	History

TYI - Tyco Intl Ltd	Q3 1999	$51.62	Q1 2007	$58.60	+13.52%	Closed	History

KHC - The Kraft Heinz Co.	Q4 2020	$34.67	Q1 2022	$39.33	+13.44%	Closed	History

RKGPF - Rinker Group Ltd	Q4 2006	$14.23	Q3 2007	$16.13	+13.35%	Closed	History

9775 - Viad Corp Com Common	Q1 2001	$23.83	Q2 2004	$27.01	+13.34%	Closed	History

HRC - Hill Rom Holdings Inc	Q3 2011	$30.00	Q4 2011	$34.00	+13.33%	Closed	History

1009958Q - Commonwealth Tel Enterpr	Q1 1999	$36.81	Q4 2006	$41.67	+13.20%	Closed	History

AAGBP - Alcoa Inc	Q2 2005	$26.13	Q4 2005	$29.58	+13.20%	Closed	History

GILD - Gilead Sciences, Inc.	Q3 2007	$20.34	Q4 2007	$23.00	+13.11%	Closed	History

INTC - Intel Corp.	Q3 2011	$21.05	Q1 2013	$23.81	+13.11%	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.