Joel Greenblatt

Joel Greenblatt

Last Update: 02-14-2017

Number of Stocks: 926
Number of New Stocks: 237

Total Value: $7,757 Mil
Q/Q Turnover: 33%

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
HPE Hewlett Packard Enterprise Co 2016-12-31 Reduce-0.84%$21.27 - $24.68
($22.98)
$ 23.834%Reduce -68.53%1,638,726
IR Ingersoll-Rand PLC 2016-12-31 Add0.71%$64.6 - $78.75
($72.13)
$ 79.6310%Add 7388.42%743,151
SYY Sysco Corp 2016-12-31 Sold Out -0.7%$47.26 - $56.61
($51.94)
$ 51.74-0%Sold Out0
ADP Automatic Data Processing Inc 2016-12-31 Sold Out -0.65%$86.09 - $103.45
($93.3)
$ 102.129%Sold Out0
CVS CVS Health Corp 2016-12-31 Add0.62%$73.53 - $88.8
($80.91)
$ 78.83-3%Add 139.61%1,055,841
DIS Walt Disney Co 2016-12-31 Reduce-0.6%$90.83 - $105.56
($97.5)
$ 112.4415%Reduce -69.86%213,844
MAR Marriott International Inc 2016-12-31 Reduce-0.59%$66.61 - $86.05
($75.26)
$ 94.4525%Reduce -96.45%24,500
PCLN The Priceline Group Inc 2016-12-31 Add0.59%$1424.28 - $1578.13
($1493.18)
$ 1791.2620%Add 474.40%37,916
HD The Home Depot Inc 2016-12-31 Reduce-0.54%$119.89 - $137.11
($128.9)
$ 146.6614%Reduce -54.91%266,060
PM Philip Morris International Inc 2016-12-31 Buy 0.54%$87.33 - $97.86
($92.66)
$ 113.2722%New holding458,877
CAH Cardinal Health Inc 2016-12-31 Reduce-0.52%$65.17 - $76.71
($72.29)
$ 82.1114%Reduce -87.47%74,164
INTU Intuit Inc 2016-12-31 Sold Out -0.52%$105.28 - $118.39
($111.97)
$ 117.385%Sold Out0
HPQ HP Inc 2016-12-31 Buy 0.51%$13.8 - $16.16
($15.14)
$ 17.3214%New holding2,644,290
ABT Abbott Laboratories 2016-12-31 Buy 0.5%$37.6 - $43.5
($39.65)
$ 44.7313%New holding1,010,598
ORCL Oracle Corp 2016-12-31 Reduce-0.5%$37.93 - $40.88
($39.11)
$ 44.5914%Reduce -60.59%641,468
EA Electronic Arts Inc 2016-12-31 Reduce-0.48%$75.58 - $85.56
($80.42)
$ 89.3711%Reduce -91.51%39,678
CAT Caterpillar Inc 2016-12-31 Buy 0.44%$81.11 - $97.33
($90.63)
$ 92.973%New holding366,203
OSK Oshkosh Corp 2016-12-31 Add0.43%$52.58 - $71.55
($61.89)
$ 67.399%Add 2577.35%542,297
RAX Rackspace Hosting Inc 2016-12-31 Sold Out -0.42%$31.69 - $31.99
($31.83)
$ 31.991%Sold Out0
UPS United Parcel Service Inc 2016-12-31 Reduce-0.4%$106.84 - $120.16
($112.68)
$ 105.82-6%Reduce -67.41%134,362
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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.
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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
8.3%
» More Profile & Performance

Joel Greenblatt's Current Portfolio:

Ticker Shares Value ($1000)
CVS1,055,84183,316
CSCO2,491,79875,302
BA478,73174,529
GILD1,025,20373,415
QCOM1,112,95372,565
ESRX1,030,28770,873
BIIB240,31162,799
ABBV935,43758,577
BAX1,271,87956,395
WBA687,94156,934
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 21.1% 21.1%
Technology 20.7% 20.7%
Healthcare 16.5% 16.5%
Consumer Defensive 9.2% 9.2%
Basic Materials 4.7% 4.7%
Energy 2.1% 2.1%
Communication Services 2.1% 2.1%
Industrials 1.2% 1.2%
Financial Services 1.1% 1.1%
Utilities 0.1% 0.1%
Real Estate 0.1% 0.1%
» More Sector Weightings

Joel Greenblatt's News:

» More Related News


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