Copy Invest | Sonar Terminal

Robert Millen - Jensen Investment Management

880 trades · 801 closed · 79 open · Win rate: 38.6% · Avg return: +26% · 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
BLS - Bell South Corp	Q3 2000	$40,250.00	Q1 2004	$27,340.00	-32.07%	Closed	History

STT - State Street Corp.	Q3 2000	$65.00	Q1 2005	$44.00	-32.31%	Closed	History

VODD - Vodafone Group Adr	Q3 2006	$22.75	Q4 2008	$15.38	-32.40%	Closed	History

NSR - Neustar Inc.	Q4 2013	$49.91	Q4 2016	$33.41	-33.06%	Closed	History

GIS - General Mills, Inc.	Q2 2015	$55.75	Open	$37.22	-33.24%	Open	History

CGSYQ - Capital Growth Systems	Q3 2008	$0.30	Q3 2009	$0.20	-33.33%	Closed	History

EAT - Brinker International, Inc.	Q4 2014	$58.64	Q4 2017	$38.87	-33.71%	Closed	History

PMCS - PMC Sierra	Q1 2001	$24,738.71	Q1 2002	$16,390.32	-33.75%	Closed	History

AP47 - Glaxo PLC	Q3 2000	$60.44	Q3 2009	$39.34	-34.91%	Closed	History

DOX - Amdocs Ltd.	Q4 2025	$80.51	Open	$51.56	-35.96%	Open	History

GSTRF - Globalstar Telecommunications Lt	Q4 2000	$910.00	Q1 2001	$580.00	-36.26%	Closed	History

MIRKQ - Mirant Corp	Q2 2001	$34,401.61	Q3 2001	$21,899.60	-36.34%	Closed	History

VZ - Verizon Communications Inc.	Q3 2000	$43.56	Q3 2009	$27.68	-36.47%	Closed	History

BA - The Boeing Co.	Q3 2000	$63.00	Q4 2008	$40.00	-36.51%	Closed	History

LLTC - Linear Technology Corp	Q3 2000	$64,750.00	Q1 2001	$41,000.00	-36.68%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q1 2006	$40.56	Q3 2009	$25.59	-36.91%	Closed	History

MCDTA - Mcdata Corp	Q1 2001	$18,756.76	Q1 2002	$11,810.81	-37.03%	Closed	History

BAH - Booz Allen Hamilton Holdings Corp.	Q3 2023	$109.27	Open	$63.94	-41.48%	Open	History

HAS - Hasbro, Inc.	Q4 2017	$90.84	Q1 2023	$52.36	-42.36%	Closed	History

OIL - Owens-Illinois Inc.	Q2 2016	$18.01	Q3 2019	$10.27	-42.98%	Closed	History

RMD - ResMed Inc.	Q4 2021	$260.43	Q3 2023	$147.87	-43.22%	Closed	History

WY - Weyerhaeuser Co.	Q4 2003	$63.93	Q3 2009	$36.30	-43.22%	Closed	History

TDC - Teradata Corp.	Q2 2014	$40.23	Q4 2020	$22.47	-44.15%	Closed	History

EXC - Exelon Corp.	Q2 2008	$64.02	Q3 2009	$35.46	-44.62%	Closed	History

DLCA - Dell, Inc	Q3 2007	$27.60	Q3 2009	$15.20	-44.93%	Closed	History

PBI - Pitney Bowes Inc.	Q3 2007	$45.28	Q3 2009	$24.77	-45.30%	Closed	History

DLX - Deluxe Corp.	Q2 2008	$17.76	Q1 2009	$9.65	-45.66%	Closed	History

LEE - Lee Enterprises	Q3 2000	$288.70	Q3 2007	$155.60	-46.10%	Closed	History

LXK - Lexmark Intl Inc	Q3 2007	$41.46	Q3 2009	$21.57	-47.97%	Closed	History

NYT - The New York Times Co.	Q3 2001	$39.03	Q1 2007	$20.00	-48.76%	Closed	History

HOG - Harley-Davidson, Inc.	Q3 2007	$46.08	Q3 2009	$23.06	-49.96%	Closed	History

KKD - Krispy Kreme Doughnuts	Q4 2003	$40.00	Q2 2004	$20.00	-50.00%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2000	$54.37	Q3 2010	$27.09	-50.17%	Closed	History

ENDPQ - Endo International plc	Q2 2016	$15.59	Q4 2017	$7.74	-50.35%	Closed	History

WCOEQ - WorldCom Inc GA	Q3 2000	$30,373.33	Q3 2001	$15,020.00	-50.55%	Closed	History

SBC - SBC Communications	Q3 2000	$50,000.00	Q1 2004	$24,380.00	-51.24%	Closed	History

MDLIZ - Medicalogic Inc	Q3 2001	$370.00	Q1 2003	$180.00	-51.35%	Closed	History

3423152Q - Electronic Data Systems	Q3 2000	$41,500.00	Q1 2004	$20,000.00	-51.81%	Closed	History

INTC - Intel Corp.	Q3 2000	$41.50	Q3 2009	$19.55	-52.89%	Closed	History

WHR - Whirlpool Corp.	Q2 2008	$61.29	Q1 2009	$28.85	-52.93%	Closed	History

IPG - Interpublic Group	Q3 2000	$34,060.00	Q3 2002	$15,850.00	-53.46%	Closed	History

GBURQ - Gardenburger Inc.	Q2 2001	$860.00	Q3 2001	$400.00	-53.49%	Closed	History

MIDD - The Middleby Corp.	Q1 2018	$99.57	Q1 2020	$45.75	-54.05%	Closed	History

C - Citigroup Inc.	Q3 2007	$466.40	Q1 2008	$213.30	-54.27%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2007	$62.76	Q3 2009	$26.92	-57.11%	Closed	History

BRCM - Broadcom Corp	Q4 2000	$84,066.67	Q1 2002	$35,900.00	-57.30%	Closed	History

MRKC - Merck	Q3 2000	$74.44	Q3 2009	$31.73	-57.38%	Closed	History

BKE - The Buckle, Inc.	Q2 2015	$45.80	Q1 2017	$18.59	-59.41%	Closed	History

AMG - Affiliated Managers Group, Inc.	Q4 2017	$205.49	Q3 2019	$83.38	-59.42%	Closed	History

CPB - The Campbell's Co.	Q3 2016	$54.73	Open	$21.89	-60.00%	Open	History

PDCO - Patterson Companies	Q2 2004	$76.49	Q3 2008	$30.41	-60.24%	Closed	History

SPL - Schering-Plough	Q3 2000	$46,500.03	Q2 2003	$18,460.00	-60.30%	Closed	History

UPLMQ - Ultra Petroleum Corp	Q3 2015	$6.40	Q4 2015	$2.51	-60.78%	Closed	History

AMAT - Applied Materials, Inc.	Q3 2000	$29,625.00	Q3 2002	$11,550.00	-61.01%	Closed	History

HBI - Hanesbrands Inc	Q4 2017	$20.92	Q1 2020	$7.87	-62.38%	Closed	History

NTIQ - NetIQ Corp.	Q2 2001	$31,289.98	Q3 2003	$11,620.00	-62.86%	Closed	History

PFE - Pfizer Inc.	Q3 2000	$42.64	Q3 2009	$15.65	-63.28%	Closed	History

IBOC - Intl Bancshares	Q3 2007	$21.76	Q1 2009	$7.80	-64.15%	Closed	History

SYNT - Syntel	Q1 2016	$49.94	Q1 2017	$16.83	-66.30%	Closed	History

RHT - Red Hat Inc	Q3 2000	$17,000.00	Q1 2002	$5,670.00	-66.65%	Closed	History

SFUG - Safeguard Scientifics,Inc	Q3 2000	$19,940.00	Q4 2000	$6,620.00	-66.80%	Closed	History

APOL - Apollo Education Group Inc.	Q4 2014	$34.12	Q3 2015	$11.06	-67.58%	Closed	History

WDR - Waddell & Reed Financial Inc	Q2 2014	$62.60	Q3 2017	$20.07	-67.94%	Closed	History

XLNX - Xilinx Inc.	Q3 2000	$85.63	Q3 2005	$27.14	-68.31%	Closed	History

WEBT - Webtrends Corp	Q4 2000	$28,940.02	Q1 2001	$9,000.00	-68.90%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q1 2014	$68.83	Q1 2018	$20.98	-69.52%	Closed	History

680884Q - Compaq Computer	Q3 2000	$27,580.00	Q3 2001	$8,310.00	-69.87%	Closed	History

2987536Q - Symbol Technologies, Inc	Q1 2001	$34,900.00	Q3 2001	$10,490.00	-69.94%	Closed	History

HNI - HNI Corp	Q3 2007	$35.88	Q1 2009	$10.32	-71.24%	Closed	History

WL - ITEM 1 Wilmington Trust Corp	Q3 2000	$53.62	Q3 2009	$15.00	-72.03%	Closed	History

AVP - Avon Products Inc	Q4 2013	$17.22	Q1 2016	$4.81	-72.07%	Closed	History

6683 - General Electric	Q3 2000	$57.69	Q4 2009	$15.16	-73.72%	Closed	History

MO - Altria Group, Inc.	Q3 2007	$69.12	Q2 2009	$16.47	-76.17%	Closed	History

6684 - Hewlett-Packard	Q3 2000	$97,000.00	Q4 2001	$20,540.00	-78.82%	Closed	History

ESINQ - ITT Educational Svcs	Q3 2010	$70.38	Q1 2013	$13.76	-80.45%	Closed	History

2235894Q - Lucent Technologies	Q3 2000	$30,560.04	Q3 2001	$5,729.73	-81.25%	Closed	History

MNTG - MTR Gaming Group	Q2 2007	$16.00	Q4 2008	$2.50	-84.38%	Closed	History

QWC - Qwest Communications Intl Inc	Q3 2000	$48,060.91	Q1 2004	$5,080.00	-89.43%	Closed	History

WBVNQ - Webvan Group Inc	Q3 2000	$2,312.50	Q2 2001	$78.13	-96.62%	Closed	History

TAN - Radioshack	Q3 2010	$213.70	Q1 2012	$6.20	-97.10%	Closed	History

ADBE - Adobe Inc.	Q3 2000	$38.81	Open	$224.56	data error	Open	History

CLX - The Clorox Co.	Q3 2000	$39.56	Open	$96.95	data error	Open	History

ZBH - Zimmer Biomet Holdings, Inc.	Q3 2001	$26,942.27	Q2 2003	$45,155.34	data error	Closed	History

MAT - Mattel, Inc.	Q3 2000	$11,190.00	Q1 2004	$17,650.00	data error	Closed	History

SO - The Southern Co.	Q3 2000	$19,817.28	Q3 2004	$30,250.00	data error	Closed	History

ADM - Archer-Daniels-Midland Co.	Q3 2000	$8,209.48	Q2 2001	$12,428.62	data error	Closed	History

MH - Minnesota Mining & Manufacturing	Q3 2000	$91,120.01	Q4 2001	$118,210.01	data error	Closed	History

LAB - Standard BioTools Inc.	Q3 2011	$79.05	Q3 2014	$101.70	data error	Closed	History

LAB - Standard BioTools Inc.	Q2 2019	$172.94	Q1 2024	$218.46	data error	Closed	History

995626Q - Chiron Corp	Q1 2003	$37.50	Q3 2004	$44.44	data error	Closed	History

SLE - Sara Lee Corp	Q4 2008	$94,272.00	Q3 2009	$106,752.00	data error	Closed	History

BAC - Bank of America Corp.	Q4 2001	$31,475.00	Q2 2002	$35,180.00	data error	Closed	History

ALL - The Allstate Corp.	Q3 2000	$34,750.00	Q3 2001	$37,350.72	data error	Closed	History

KMB - Kimberly-Clark Corp.	Q3 2000	$53,508.95	Q4 2003	$57,363.37	data error	Closed	History

DD - DuPont de Nemours, Inc.	Q3 2000	$74,034.20	Q2 2002	$79,321.98	data error	Closed	History

PEG - Public Service Enterprise Group Inc.	Q3 2000	$22,345.15	Q1 2004	$23,625.00	data error	Closed	History

SLB - Slb N.V.	Q3 2000	$41.16	Q4 2008	$42.88	data error	Closed	History

A - Agilent Technologies, Inc.	Q2 2002	$16,928.95	Q2 2002	$16,928.95	data error	Closed	History

AAPL - Apple Inc.	Q4 2008	$2.65	Q4 2008	$2.65	data error	Closed	History

AEE - Ameren Corp.	Q3 2001	$38,398.06	Q3 2001	$38,398.06	data error	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.