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
TTC - The Toro Co.	Q3 2012	$19.86	Q3 2012	$19.86	+0.00%	Closed	History

TTC - The Toro Co.	Q3 2013	$27.17	Q3 2013	$27.17	+0.00%	Closed	History

TTEN - Totalfina Elf SA Sponsored ADR	Q4 2008	$52.63	Q4 2008	$52.63	+0.00%	Closed	History

TUPBQ - Tupperware Brands	Q2 2009	$26.58	Q2 2009	$26.58	+0.00%	Closed	History

TUPBQ - Tupperware Brands	Q2 2012	$54.70	Q2 2012	$54.70	+0.00%	Closed	History

TUPBQ - Tupperware Brands	Q4 2012	$63.94	Q4 2012	$63.94	+0.00%	Closed	History

TUPBQ - Tupperware Brands Corp.	Q2 2013	$77.63	Q2 2013	$77.63	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q2 2002	$23,700.00	Q2 2002	$23,700.00	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q4 2016	$72.90	Q4 2016	$72.90	+0.00%	Closed	History

TYI - Tyco Intl Ltd	Q1 2001	$43,233.33	Q1 2001	$43,233.33	+0.00%	Closed	History

UALAQ - UAL Corp	Q2 2005	$1.60	Q2 2005	$1.60	+0.00%	Closed	History

UGI - UGI Corp.	Q3 2010	$19.08	Q3 2010	$19.08	+0.00%	Closed	History

UN - Unilever NV	Q4 2008	$28.57	Q4 2008	$28.57	+0.00%	Closed	History

UNP - Union Pacific Corp.	Q4 2008	$24.69	Q4 2008	$24.69	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2010	$56.84	Q2 2010	$56.84	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2011	$63.03	Q3 2011	$63.03	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2012	$80.63	Q1 2012	$80.63	+0.00%	Closed	History

USG - USG Corporation	Q2 2003	$19.00	Q2 2003	$19.00	+0.00%	Closed	History

USNA - USANA Health Sciences, Inc.	Q3 2016	$69.21	Q3 2016	$69.21	+0.00%	Closed	History

UTX - United Technologies	Q4 2007	$76.77	Q4 2007	$76.77	+0.00%	Closed	History

V - Visa Inc.	Q4 2008	$14.71	Q4 2008	$14.71	+0.00%	Closed	History

VCI - Valassis Communications	Q2 2010	$31.77	Q2 2010	$31.77	+0.00%	Closed	History

VCI - Valassis Communications	Q1 2012	$23.00	Q1 2012	$23.00	+0.00%	Closed	History

VFC - V.F. Corp.	Q4 2007	$16.31	Q4 2007	$16.31	+0.00%	Closed	History

VFC - V.F. Corp.	Q3 2009	$17.20	Q3 2009	$17.20	+0.00%	Closed	History

VFC - V.F. Corp.	Q2 2010	$16.78	Q2 2010	$16.78	+0.00%	Closed	History

VLO - Valero Energy Corp.	Q2 2001	$8,404.94	Q2 2001	$8,404.94	+0.00%	Closed	History

VSTNQ - Visteon Corp	Q2 2002	$14,192.31	Q2 2002	$14,192.31	+0.00%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q4 2014	$105.97	Q4 2014	$105.97	+0.00%	Closed	History

VTR - Ventas, Inc.	Q4 2007	$51.57	Q4 2007	$51.57	+0.00%	Closed	History

WEX - WEX Inc.	Q1 2016	$83.33	Q1 2016	$83.33	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q2 2013	$40.04	Q2 2013	$40.04	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q2 2015	$54.34	Q2 2015	$54.34	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q1 2016	$48.91	Q1 2016	$48.91	+0.00%	Closed	History

WMT - Walmart Inc.	Q4 2008	$18.94	Q4 2008	$18.94	+0.00%	Closed	History

WRI - Weingarten Realty Investors	Q4 2007	$31.40	Q4 2007	$31.40	+0.00%	Closed	History

WW - Weight Watchers Intl	Q2 2013	$46.07	Q2 2013	$46.07	+0.00%	Closed	History

WW - Weight Watchers Intl Inc	Q1 2015	$6.99	Q1 2015	$6.99	+0.00%	Closed	History

XAWFX - Alliance World Dollar Gvt Fd II Inc	Q3 2001	$9,740.00	Q3 2001	$9,740.00	+0.00%	Closed	History

XOXOQ - XO Communications Inc	Q1 2002	$70.00	Q1 2002	$70.00	+0.00%	Closed	History

YUM - Yum! Brands, Inc.	Q2 2010	$30.73	Q2 2010	$30.73	+0.00%	Closed	History

ZBRA - Zebra Technologies Corp.	Q1 2010	$49.00	Q1 2010	$49.00	+0.00%	Closed	History

RACE - Ferrari N.V.	Q4 2025	$369.56	Open	$369.16	-0.11%	Open	History

TGT - Target Corp.	Q1 2012	$58.24	Q2 2012	$58.17	-0.12%	Closed	History

PA5 - Pall	Q3 2000	$19,940.00	Q1 2001	$19,897.96	-0.21%	Closed	History

MLKN - MillerKnoll, Inc.	Q2 2015	$28.96	Q3 2015	$28.84	-0.41%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q2 2015	$62.34	Q4 2015	$62.03	-0.50%	Closed	History

CSGS - CSG Systems International, Inc.	Q2 2016	$40.35	Q3 2018	$40.15	-0.50%	Closed	History

TUPBQ - Tupperware Brands	Q4 2014	$63.04	Q1 2017	$62.66	-0.60%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2013	$23.60	Q2 2013	$23.45	-0.61%	Closed	History

PDCO - Patterson Companies Inc	Q1 2014	$41.74	Q3 2014	$41.43	-0.74%	Closed	History

BA - The Boeing Co.	Q3 2015	$131.03	Q2 2016	$129.97	-0.81%	Closed	History

HRB - H&R Block, Inc.	Q2 2016	$22.99	Q2 2018	$22.78	-0.91%	Closed	History

EV - Eaton Vance Corp	Q1 2014	$38.13	Q3 2014	$37.76	-0.97%	Closed	History

PDCO - Patterson Companies	Q1 2013	$38.01	Q2 2013	$37.56	-1.18%	Closed	History

XAM - Trane Inc	Q4 2007	$46.63	Q1 2008	$46.07	-1.20%	Closed	History

MLKN - MillerKnoll, Inc.	Q2 2014	$30.26	Q3 2014	$29.88	-1.26%	Closed	History

WABC - Westamerica Bancorporation	Q3 2010	$45.82	Q1 2013	$45.22	-1.31%	Closed	History

COLM - Columbia Sportswear Co.	Q2 2008	$17.93	Q4 2008	$17.65	-1.56%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q3 2016	$126.29	Q1 2019	$124.04	-1.78%	Closed	History

KMB - Kimberly-Clark Corp.	Q3 2010	$62.41	Q4 2010	$60.51	-3.04%	Closed	History

WAG - Walgreen	Q3 2000	$37.94	Q4 2009	$36.70	-3.27%	Closed	History

EXC - Exelon Corp.	Q1 2012	$27.92	Q2 2012	$26.82	-3.96%	Closed	History

OA - Orbital ATK Inc Com	Q1 2015	$76.57	Q2 2015	$73.44	-4.09%	Closed	History

MAR - Marriott International, Inc.	Q3 2024	$248.60	Q1 2025	$238.20	-4.18%	Closed	History

HPY - Heartland Payment System	Q4 2013	$49.85	Q3 2014	$47.70	-4.31%	Closed	History

CPB - The Campbell's Co.	Q1 2013	$45.26	Q4 2013	$43.30	-4.33%	Closed	History

PRAA - PRA Group Inc	Q4 2015	$34.67	Q1 2017	$33.15	-4.38%	Closed	History

MCD - McDonald's Corp.	Q1 2024	$281.95	Open	$268.94	-4.61%	Open	History

LLY - Eli Lilly and Co.	Q2 2009	$34.60	Q3 2009	$32.93	-4.83%	Closed	History

DE - Deere & Co.	Q2 2002	$23,950.45	Q3 2002	$22,724.55	-5.12%	Closed	History

USB - U.S. Bancorp	Q1 2001	$23.20	Q3 2009	$21.98	-5.26%	Closed	History

HLF - Herbalife Ltd.	Q1 2016	$30.76	Q1 2017	$29.06	-5.51%	Closed	History

SLGN - Silgan Holdings Inc.	Q3 2007	$13.45	Q3 2008	$12.70	-5.56%	Closed	History

USNA - USANA Health Sciences, Inc.	Q2 2014	$39.09	Q3 2014	$36.85	-5.72%	Closed	History

MCHP - Microchip Technology Inc.	Q3 2020	$51.40	Q1 2025	$48.41	-5.81%	Closed	History

CMP - Compass Minerals International, Inc.	Q4 2015	$75.37	Q1 2016	$70.94	-5.88%	Closed	History

FDS - FactSet Research Systems Inc.	Q1 2021	$308.59	Q4 2025	$290.19	-5.96%	Closed	History

CFR - Cullen/Frost Bankers, Inc.	Q3 2007	$50.00	Q1 2009	$47.00	-6.00%	Closed	History

DNP - DNP Select Income Fund Inc.	Q1 2002	$11.28	Q4 2007	$10.60	-6.03%	Closed	History

NN3 - Northwest Natural Gas	Q2 2001	$24,899.69	Q3 2001	$23,390.12	-6.06%	Closed	History

JWN - Nordstrom Inc.	Q4 2014	$79.38	Q2 2015	$74.56	-6.07%	Closed	History

NTAP - NetApp, Inc.	Q2 2015	$31.56	Q3 2015	$29.63	-6.12%	Closed	History

MCWEQ - Worldcom Inc GA New MCI Group Com	Q2 2001	$16,166.67	Q3 2001	$15,166.67	-6.19%	Closed	History

502390Q - ITT Industries Inc	Q3 2007	$67.57	Q2 2008	$63.33	-6.27%	Closed	History

SAM - The Boston Beer Co., Inc.	Q4 2015	$202.14	Q1 2018	$188.89	-6.55%	Closed	History

RL - Ralph Lauren Corp.	Q1 2016	$96.36	Q2 2016	$89.57	-7.05%	Closed	History

CAG - Conagra Brands, Inc.	Q2 2003	$18.16	Q1 2006	$16.86	-7.12%	Closed	History

KMB - Kimberly-Clark Corp.	Q4 2014	$115.52	Q1 2015	$107.17	-7.23%	Closed	History

ITTA - ITT Corporation	Q1 2015	$39.93	Q1 2016	$36.87	-7.66%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q2 2022	$213.97	Q3 2024	$196.97	-7.95%	Closed	History

SONC - ITEM 1 Sonic	Q3 2007	$23.58	Q1 2008	$21.70	-7.97%	Closed	History

WFC - Wells Fargo & Co.	Q4 2000	$27.84	Q2 2010	$25.58	-8.13%	Closed	History

CACC - Credit Acceptance Corp.	Q4 2016	$217.37	Q1 2017	$199.59	-8.18%	Closed	History

CAT - Caterpillar Inc.	Q2 2013	$82.58	Q2 2016	$75.79	-8.22%	Closed	History

CRI - Carter's, Inc.	Q4 2018	$81.63	Q4 2022	$74.61	-8.60%	Closed	History

TFC - Truist Financial Corp.	Q3 2007	$35.00	Q1 2008	$31.90	-8.86%	Closed	History

DST - DST Systems Inc.	Q2 2014	$46.13	Q3 2014	$41.98	-8.99%	Closed	History

FDO - Family Dollar Stores	Q3 2007	$26.60	Q3 2008	$24.18	-9.10%	Closed	History

XTAIX - Transamerica Income Shares	Q3 2000	$22.81	Q3 2006	$20.67	-9.38%	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.