Copy Invest | Sonar Terminal

Robert Millen - Jensen Investment Management

880 trades · 801 closed · 79 open · Win rate: 38.5% · Avg return: +25.9% · Median return: 0%

⚠ 71 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
LMT - Lockheed Martin Corp.	Q4 2008	$92.59	Q4 2008	$92.59	+0.00%	Closed	History

LNC - Lincoln National Corp.	Q4 2007	$58.11	Q4 2007	$58.11	+0.00%	Closed	History

LO - Lorillard Inc.	Q4 2014	$62.92	Q4 2014	$62.92	+0.00%	Closed	History

LSTR - Landstar System, Inc.	Q2 2009	$35.85	Q2 2009	$35.85	+0.00%	Closed	History

LSTR - Landstar System, Inc.	Q1 2013	$57.00	Q1 2013	$57.00	+0.00%	Closed	History

MA - Mastercard Inc.	Q4 2008	$16.67	Q4 2008	$16.67	+0.00%	Closed	History

MASI - Masimo Corp.	Q1 2016	$41.81	Q1 2016	$41.81	+0.00%	Closed	History

MCO - Moody's Corp.	Q2 2008	$34.34	Q2 2008	$34.34	+0.00%	Closed	History

MCO - Moody's Corp.	Q1 2009	$22.96	Q1 2009	$22.96	+0.00%	Closed	History

MCO - Moody's Corp.	Q3 2009	$20.59	Q3 2009	$20.59	+0.00%	Closed	History

MCO - Moody's Corp.	Q1 2015	$103.86	Q1 2015	$103.86	+0.00%	Closed	History

MKC - McCormick & Co., Inc.	Q4 2007	$18.96	Q4 2007	$18.96	+0.00%	Closed	History

MNTG - MTR Gaming Group	Q2 2009	$2.50	Q3 2009	$2.50	+0.00%	Closed	History

MO - Altria Group, Inc.	Q3 2010	$24.00	Q3 2010	$24.00	+0.00%	Closed	History

MO - Altria Group, Inc.	Q2 2012	$34.47	Q2 2012	$34.47	+0.00%	Closed	History

MO - Altria Group, Inc.	Q4 2015	$58.25	Q4 2015	$58.25	+0.00%	Closed	History

MO - Altria Group, Inc.	Q2 2016	$68.90	Q2 2016	$68.90	+0.00%	Closed	History

MOO - Monsanto Co	Q4 2008	$68.18	Q4 2008	$68.18	+0.00%	Closed	History

MRK - Merck & Co., Inc.	Q3 2012	$42.94	Q3 2012	$42.94	+0.00%	Closed	History

MRK - Merck & Co., Inc.	Q1 2015	$54.87	Q1 2015	$54.87	+0.00%	Closed	History

MRK - Merck & Co., Inc.	Q3 2015	$47.13	Q3 2015	$47.13	+0.00%	Closed	History

MRO - Marathon Oil Corp	Q4 2008	$18.52	Q4 2008	$18.52	+0.00%	Closed	History

MSM - MSC Industrial Direct Co., Inc.	Q3 2016	$73.34	Q3 2016	$73.34	+0.00%	Closed	History

MTD - Mettler-Toledo International Inc.	Q2 2009	$77.04	Q2 2009	$77.04	+0.00%	Closed	History

MWV - MeadWestvaco Corp	Q4 2008	$15.87	Q4 2008	$15.87	+0.00%	Closed	History

NCC - National City Corp	Q3 2008	$1.75	Q3 2008	$1.75	+0.00%	Closed	History

NETA - Networks Assocs. Inc	Q1 2001	$8,220.00	Q1 2001	$8,220.00	+0.00%	Closed	History

NGH - Nabisco Group Holdings	Q3 2000	$28,500.39	Q3 2000	$28,500.39	+0.00%	Closed	History

NOC - Northrop Grumman Corp.	Q4 2008	$32.26	Q4 2008	$32.26	+0.00%	Closed	History

NOK - Nokia Oyj	Q2 2003	$16.67	Q2 2003	$16.67	+0.00%	Closed	History

NPI - Nuveen Premuim Income Muni.	Q3 2001	$14,110.00	Q3 2001	$14,110.00	+0.00%	Closed	History

NPM - Nuveen Prem Imcome Mun Fd 2	Q3 2001	$14,620.00	Q3 2001	$14,620.00	+0.00%	Closed	History

NPT - Nuveen Prem Income Mun Bd	Q2 2003	$13.33	Q2 2003	$13.33	+0.00%	Closed	History

NQS - Nuveen Select Quality Muni Fd	Q3 2001	$14,450.00	Q3 2001	$14,450.00	+0.00%	Closed	History

NSC - Norfolk Southern Corp.	Q4 2008	$46.51	Q4 2008	$46.51	+0.00%	Closed	History

NUS - Nu Skin Enterprises Inc.	Q4 2014	$43.67	Q4 2014	$43.67	+0.00%	Closed	History

NUS - Nu Skin Enterprises Inc.	Q2 2015	$47.15	Q2 2015	$47.15	+0.00%	Closed	History

NWL - Newell Brands Inc.	Q2 2012	$18.11	Q2 2012	$18.11	+0.00%	Closed	History

NWL - Newell Brands Inc.	Q4 2012	$22.22	Q4 2012	$22.22	+0.00%	Closed	History

NXL - New Plan Excel Realty Tr	Q2 2003	$21.35	Q2 2003	$21.35	+0.00%	Closed	History

OA - Orbital ATK Inc Com	Q3 2016	$76.27	Q3 2016	$76.27	+0.00%	Closed	History

OPWV - Openwave Systems, Inc	Q4 2000	$47,560.00	Q4 2000	$47,560.00	+0.00%	Closed	History

OXY - Occidental Petroleum Corp.	Q4 2008	$51.78	Q4 2008	$51.78	+0.00%	Closed	History

PBI - Pitney Bowes Inc.	Q3 2010	$21.38	Q3 2010	$21.38	+0.00%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q4 2008	$35.71	Q4 2008	$35.71	+0.00%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q3 2012	$22.05	Q3 2012	$22.05	+0.00%	Closed	History

PCAR - PACCAR Inc	Q4 2010	$38.33	Q4 2010	$38.33	+0.00%	Closed	History

PCP - Precision Castparts Corp	Q3 2000	$38,370.00	Q3 2000	$38,370.00	+0.00%	Closed	History

PDCO - Patterson Companies	Q2 2010	$28.54	Q2 2010	$28.54	+0.00%	Closed	History

PETM - Petsmart Inc	Q3 2013	$76.22	Q3 2013	$76.22	+0.00%	Closed	History

PETM - PetSmart Inc.	Q4 2014	$81.31	Q4 2014	$81.31	+0.00%	Closed	History

PII - Polaris Inc.	Q2 2010	$27.34	Q2 2010	$27.34	+0.00%	Closed	History

PIPR - Piper Sandler Companies	Q1 2004	$12.93	Q1 2004	$12.93	+0.00%	Closed	History

PM - Philip Morris International Inc.	Q4 2008	$50.85	Q4 2008	$50.85	+0.00%	Closed	History

PPL - PPL Corp.	Q4 2008	$27.39	Q4 2008	$27.39	+0.00%	Closed	History

PRAA - PRA Group Inc	Q2 2015	$62.33	Q2 2015	$62.33	+0.00%	Closed	History

PXD - Pioneer Nat Res Co	Q4 2001	$19,259.02	Q4 2001	$19,259.02	+0.00%	Closed	History

QQQ - Invesco QQQ Trust	Q1 2001	$39,150.41	Q1 2001	$39,150.41	+0.00%	Closed	History

RAI - Reynolds American Inc	Q3 2004	$67.92	Q3 2004	$67.92	+0.00%	Closed	History

RAI - Reynolds American Inc	Q3 2014	$59.03	Q3 2014	$59.03	+0.00%	Closed	History

RAVN - Raven Industries Inc	Q3 2012	$29.35	Q3 2012	$29.35	+0.00%	Closed	History

RDS.A - Royal Dutch Shell ADR Class A	Q3 2012	$69.40	Q3 2012	$69.40	+0.00%	Closed	History

RIG - Transocean Ltd.	Q4 2008	$37.04	Q4 2008	$37.04	+0.00%	Closed	History

RIO - Rio Tinto Group	Q4 2008	$17.86	Q4 2008	$17.86	+0.00%	Closed	History

ROH - Rohm & Haas Co	Q4 2008	$73.17	Q4 2008	$73.17	+0.00%	Closed	History

ROST - Ross Stores, Inc.	Q1 2009	$8.90	Q1 2009	$8.90	+0.00%	Closed	History

RS - Reliance, Inc.	Q4 2022	$202.44	Q4 2022	$202.44	+0.00%	Closed	History

RTN - Raytheon Co	Q4 2008	$49.18	Q4 2008	$49.18	+0.00%	Closed	History

RTN.B - Raytheon	Q1 2001	$29,381.25	Q1 2001	$29,381.25	+0.00%	Closed	History

RX - IMS Health Inc	Q3 2009	$15.40	Q3 2009	$15.40	+0.00%	Closed	History

SBUX - Starbucks Corp.	Q4 2019	$87.83	Q4 2019	$87.83	+0.00%	Closed	History

SCCO - Southern Copper Corp.	Q2 2014	$28.69	Q2 2014	$28.69	+0.00%	Closed	History

SCCO - Southern Copper Corp.	Q3 2015	$25.25	Q3 2015	$25.25	+0.00%	Closed	History

SFYWQ - Swift Energy Co	Q3 2000	$41,560.00	Q3 2000	$41,560.00	+0.00%	Closed	History

SHW - The Sherwin-Williams Co.	Q2 2009	$17.65	Q2 2009	$17.65	+0.00%	Closed	History

SLGN - Silgan Holdings Inc.	Q3 2009	$13.13	Q3 2009	$13.13	+0.00%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2011	$19.02	Q1 2011	$19.02	+0.00%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q1 2014	$61.36	Q1 2014	$61.36	+0.00%	Closed	History

SO - The Southern Co.	Q4 2008	$33.90	Q4 2008	$33.90	+0.00%	Closed	History

SONC - Sonic Corp	Q3 2015	$22.93	Q3 2015	$22.93	+0.00%	Closed	History

SPL - Schering-Plough Corp	Q4 2008	$12.05	Q4 2008	$12.05	+0.00%	Closed	History

SPNT - SiriusPoint Ltd.	Q2 2003	$10.00	Q2 2003	$10.00	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2007	$146.17	Q4 2007	$146.17	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2018	$250.00	Q4 2018	$250.00	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2022	$382.43	Q4 2022	$382.43	+0.00%	Closed	History

SRE - Sempra	Q4 2008	$26.32	Q4 2008	$26.32	+0.00%	Closed	History

SSL - Sasol Ltd Spon ADR	Q3 2012	$44.53	Q3 2012	$44.53	+0.00%	Closed	History

STJ - Saint Jude Med Inc	Q3 2001	$68,450.00	Q3 2001	$68,450.00	+0.00%	Closed	History

STU - Student Loan	Q1 2008	$97.83	Q1 2008	$97.83	+0.00%	Closed	History

STXN - Stratex Networks Inc	Q2 2003	$3.00	Q2 2003	$3.00	+0.00%	Closed	History

SUNW - Sun Microsystems	Q2 2003	$5.00	Q2 2003	$5.00	+0.00%	Closed	History

T - AT&T Inc.	Q4 2008	$21.90	Q4 2008	$21.90	+0.00%	Closed	History

TGT - Target Corp.	Q4 2008	$39.22	Q4 2008	$39.22	+0.00%	Closed	History

TGT - Target Corp.	Q2 2013	$68.95	Q2 2013	$68.95	+0.00%	Closed	History

THX - The Houston Exploration Co	Q2 2001	$31,250.00	Q2 2001	$31,250.00	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2011	$13.82	Q3 2011	$13.82	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2012	$19.84	Q1 2012	$19.84	+0.00%	Closed	History

TMCS - Ticketmaster Online Citysearch Inc.	Q4 2000	$8,370.00	Q4 2000	$8,370.00	+0.00%	Closed	History

TRV - The Travelers Companies, Inc.	Q4 2008	$44.12	Q4 2008	$44.12	+0.00%	Closed	History

TSS - Total System Services	Q1 2008	$23.94	Q1 2008	$23.94	+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.