Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: EMC
Yahoo Beta:1.39
Industry:Computer Storage Devices

Company Description:  EMC Corporation and its subsidiaries design, manufacture, market and support a wide range of hardware and software products, and provide services for the storage, management, protection and sharing of electronic information.

Purchase Date:26 Jan 1999 Sale Date:27 Apr 1999
Purchase Price:$100.93 Sale Price:$117.69
  --Split Adjusted:$100.93  --Split Adjusted:$117.69
Shares Purchased:50 Shares Sold:50
  --Split Adjusted:50  --Split Adjusted:50
Transaction Fee:$79.20 Transaction Fee:$79.41
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$107.12 High$153.00
Date20 Jan 1999 Date04 Dec 2000
Low$41.68 Low$94.63
Date08 Oct 1998 Date03 Aug 2000
S&P (Purchase Date):$1,252.31 S&P (Sale Date):$1,362.80

Timing:  Bought when it was coming off its six-month high.
Reason:  Data storage market was going to grow 20 percent over the next year. EMC was led by former and capable Intel management.

Timing:  Stock increased in six months after sale.
Reason:  Profit taking; reduce portfolio risk during the summer.

S&P Gain: 8.82 % Annualized Gain: 40.36%
Stock Gain: 16.6 % Annualized Gain: 85.15%

Net Holding Return ($): $679.27
Net Holding Return (%): 13.25 %