Joel Greenblatt

Joel Greenblatt

Last Update: 05-16-2016

Number of Stocks: 950
Number of New Stocks: 311

Total Value: $8,921 Mil
Q/Q Turnover: 46%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Joel Greenblatt Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
UTX United Technologies Corp 2016-03-31 Buy 0.96%$84.66 - $100.25
($92.03)
$ 99.919%New holding859,283
GMCR Keurig Green Mountain Inc 2016-03-31 Sold Out -0.92%$88.91 - $91.95
($90.25)
$ 91.672%Sold Out0
BAX Baxter International Inc 2016-03-31 Buy 0.78%$34.76 - $41.28
($38.04)
$ 43.6615%New holding1,695,068
EBAY eBay Inc 2016-03-31 Add0.72%$22.01 - $27.48
($24.36)
$ 24.05-1%Add 1913.77%2,844,186
PII Polaris Industries Inc 2016-03-31 Sold Out -0.67%$69.61 - $100.07
($86.5)
$ 84.09-3%Sold Out0
SAFM Sanderson Farms Inc 2016-03-31 Reduce-0.66%$74.47 - $93.4
($83.73)
$ 89.527%Reduce -99.60%3,118
LRCX Lam Research Corp 2016-03-31 Reduce-0.64%$64.21 - $82.6
($72.65)
$ 79.279%Reduce -71.95%289,427
INTC Intel Corp 2016-03-31 Add0.63%$28.22 - $34.45
($30.7)
$ 31.061%Add 280.95%2,383,606
BIIB Biogen Inc 2016-03-31 Add0.62%$245.11 - $306.35
($264.69)
$ 272.943%Add 253.14%298,673
DHI D.R. Horton Inc 2016-03-31 Reduce-0.62%$23.23 - $32.03
($27.48)
$ 30.4811%Reduce -79.19%468,272
ESRX Express Scripts Holding Co 2016-03-31 Add0.62%$66.37 - $87.6
($72.1)
$ 74.353%Add 224.25%1,158,428
TER Teradyne Inc 2016-03-31 Reduce-0.6%$17.55 - $21.59
($19.54)
$ 19.38-1%Reduce -93.06%196,375
MCK McKesson Corp 2016-03-31 Add0.57%$150.03 - $197.23
($162.03)
$ 182.7713%Add 682.77%367,238
GNC GNC Holdings Inc 2016-03-31 Reduce-0.55%$23.56 - $32.51
($28.6)
$ 25.01-13%Reduce -85.32%281,725
DF Dean Foods Co 2016-03-31 Sold Out -0.53%$16.92 - $20.96
($18.89)
$ 18.46-2%Sold Out0
HSY The Hershey Co 2016-03-31 Buy 0.52%$83.32 - $93.36
($89.13)
$ 91.342%New holding507,211
NVDA NVIDIA Corp 2016-03-31 Add0.52%$25.22 - $35.76
($30.42)
$ 45.3649%Add 2656.45%1,340,324
PFE Pfizer Inc 2016-03-31 Buy 0.52%$28.56 - $32.28
($30.14)
$ 34.1013%New holding1,577,263
LPNT LifePoint Health Inc 2016-03-31 Sold Out -0.51%$60.47 - $73.4
($66.85)
$ 66.76-0%Sold Out0
EA Electronic Arts Inc 2016-03-31 Sold Out -0.5%$55.5 - $70.83
($63.85)
$ 75.3518%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Joel Greenblatt's Profile:

Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC). Greenblatt is founder and managing partner of Gotham Asset Management, LLC. He is the author of two investment books, including Joel Greenblatt: The little Book that Beats the Market. He is also an Adjunct Professor with Columbia Business School.



Joel Greenblatt's Performance:

Average Annual Return of Gotham Absolute Return Fund
Since Inception
8.4%
» More Profile & Performance

Joel Greenblatt's Current Portfolio:

Ticker Shares Value ($1000)
GILD967,64288,888
UTX859,28386,014
AAPL725,48979,071
ESRX1,158,42879,572
BIIB298,67377,751
INTC2,383,60677,110
BA551,21469,971
BAX1,695,06869,633
TSN1,046,58469,765
EBAY2,844,18667,862
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 20.5% 20.5%
Technology 20% 20%
Healthcare 16.6% 16.6%
Consumer Defensive 7.5% 7.5%
Basic Materials 4.6% 4.6%
Communication Services 2.4% 2.4%
Industrials 2.3% 2.3%
Energy 1.7% 1.7%
Financial Services 1.6% 1.6%
Utilities 1% 1%
Real Estate 0.3% 0.3%
» More Sector Weightings

Joel Greenblatt's News:

» More Related News


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