Congress WatchHakeem S. Jeffries stock trades
Hakeem S. Jeffries is a member of the U.S. House (Democrat, NY). Filings in this dataset run from 2016-09-10 to 2021-05-30 and list 22 stock transactions: 12 purchases and 10 sales. The median filing came 21 days after the trade; 0 of 23 were filed after the 45-day deadline.
Backtest copying Hakeem S. Jeffries this year
What copying Hakeem S. Jeffries would have returned
$10,000 invested on 2017-09-05, buying and selling the same stocks 3 days after each filing became public, ended at $13,105 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $32,051.
That headline is diluted by cash: on average only 34% of the money was invested, because the portfolio holds a few small positions. On the 2,305 days it did hold stocks, the copied holdings returned +6.6% a year against +13.6% for the S&P 500 over the same days: 7.0 percentage points behind the index.
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
2 copy orders were not placed (no price history, no cash left or the position limit was reached) and 15 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| VNQ Vanguard Real Estate ETF | 1 | 0 | 1 |
| VMBS Vanguard Mortgage-backed SEC | 1 | 1 | 0 |
| VEA Vanguard FTSE Developed Markets ETF | 1 | 1 | 0 |
| SDY SPdR S&P dividend ETF | 1 | 0 | 1 |
| REGL ProShares S&P MidCap 400 Dividend... | 1 | 1 | 0 |
| LQD iShares iBoxx $ Investment grade... | 1 | 1 | 0 |
| IUSV ISHARES Core S&P u.S. Value ETF | 1 | 1 | 0 |
| IUSG iShares Core U.S. growth ETF | 1 | 1 | 0 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Hakeem S. Jeffries with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2021-05-30 | 2021-05-17 | Buy | blackRock Lifepath Index 2035 K Fund | $1,001 - $15,000 f | Source |
| 2021-05-30 | 2021-05-04 | Sale | Millennium Trust Company Traditional IRA | $1,001 - $15,000 e | Source |
| 2021-04-25 | 2021-04-19 | Buy | VEA | $1,001 - $15,000 c | Source |
| 2021-04-16 | 2021-04-12 | Buy | SCHD | $15,001 - g $50,000 | Source |
| 2021-04-10 | 2021-03-30 | Buy | LARCX | $1,001 - $15,000 g | Source |
| 2021-04-10 | 2021-03-15 | Partial sale | REgL | $1,001 - $15,000 g | Source |
| 2020-12-26 | 2020-11-25 | Partial sale | ProShares S&P MidCap 400 Dividend Aristocrats ETF | $1,001 - $15,000 g | Source |
| 2019-03-16 | 2019-02-12 | Partial sale | SDY SPdR S&P dividend ETF | $1,001 - $15,000 g | Source |
| 2019-01-25 | 2018-12-24 | Partial sale | Lord abbett Floating Rate Fund Class C [oT] | $50,001 - f $100,000 | Source |
| 2018-09-29 | 2018-08-30 | Partial sale | Lord abbett Floating Rate Fund Class C [oT] | $1,001 - $15,000 g | Source |
| 2018-09-19 | 2018-08-23 | Buy | REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $15,001 - c $50,000 | Source |
| 2018-09-19 | 2018-08-21 | Partial sale | VNQ Vanguard Real Estate ETF | $15,001 - e $50,000 | Source |
| 2018-07-05 | 2018-06-15 | Sale | Russell Lifepoint Balanced Strategy Fund... | $1,001 - $15,000 g | Source |
| 2017-09-05 | 2017-08-15 | Buy | VMBS Vanguard Mortgage-backed SEC | $1,001 - $15,000 | Source |
| 2017-09-05 | 2017-08-15 | Buy | VEA Vanguard FTSE Developed Markets ETF | $1,001 - $15,000 | Source |
| 2017-09-05 | 2017-08-15 | Buy | LQD iShares iBoxx $ Investment grade... | $1,001 - $15,000 | Source |
| 2017-09-05 | 2017-08-15 | Buy | IUSV ISHARES Core S&P u.S. Value ETF | $1,001 - $15,000 | Source |
| 2017-09-05 | 2017-08-15 | Buy | IUSG iShares Core U.S. growth ETF | $1,001 - $15,000 | Source |
| 2017-09-05 | 2017-08-15 | Buy | ISHARES u.S. Treasury bond ETF | $1,001 - $15,000 | Source |
| 2017-08-25 | 2017-08-15 | Buy | Lord abbett Floating Rate Fund Class C | $15,001 - $50,000 | Source |
| 2016-09-10 | 2016-08-15 | Sale | DFa US Small CaP Portfolio | $1,001 - $15,000 | Source |
| 2016-09-10 | 2016-08-15 | Sale | BlackRock Life Path 2020 Fund | $1,001 - $15,000 | Source |
Other members from NY
- Daniel Goldman Democrat, 1,307 trades
- Thomas Suozzi Democrat, 750 trades
- Richard L. Hanna Republican, 349 trades
- Christopher L. Jacobs Republican, 296 trades
- Ritchie John Torres Democrat, 157 trades
- Carolyn B. Maloney Democrat, 137 trades
- William L. Owens Democrat, 54 trades
- Grace Meng Democrat, 24 trades
Members who trade the same stocks
- Thomas MacArthur Republican, 4 stocks in common
Common questions
- Did Hakeem S. Jeffries beat the market?
- Copying Hakeem S. Jeffries's disclosed stock trades 3 days after each filing returned +6.6% a year on the days the money was invested, against +13.6% for the S&P 500 over the same days: 7.0 percentage points behind the index. This is a hypothetical backtest from 2017-09-05 to 2026-11-09, not investment advice.
- How many stock trades has Hakeem S. Jeffries disclosed?
- Hakeem S. Jeffries disclosed 22 stock transactions between 2016-09-10 and 2021-05-30: 12 purchases and 10 sales.
- Which stocks does Hakeem S. Jeffries trade most?
- The most traded stocks in Hakeem S. Jeffries's filings are VNQ (1), VMBS (1) and VEA (1), by number of transactions.
- How quickly does Hakeem S. Jeffries report trades?
- The median filing came 21 days after the trade. 0 of 23 filings arrived after the 45-day deadline.