Joel Greenblatt

Joel Greenblatt

Last Update: 2014-05-15

Number of Stocks: 994
Number of New Stocks: 229

Total Value: $6,641 Mil
Q/Q Turnover: 52%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-03-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Joel Greenblatt Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CSE CapitalSource Inc 2014-03-31 Reduce$13.13 - $15.21
($14.31)
$ 15.58%Reduce -49.29%14,062
UMPQ Umpqua Holdings Corp 2014-03-31 Reduce$16.64 - $19.33
($18.14)
$ 17.41-4%Reduce -27.43%13,982
USB U.S. Bancorp 2014-03-31 Reduce$38.78 - $43.42
($41.04)
$ 43.15%Reduce -39.04%4,854
VG Vonage Holdings Corp 2014-03-31 Reduce$3.27 - $4.79
($4.23)
$ 3.65-14%Reduce -78.89%13,048
WAC Walter Investment Ma... 2014-03-31 Reduce$25.51 - $35.64
($30.21)
$ 27.02-11%Reduce -24.83%10,423
WAL Western Alliance Ban... 2014-03-31 Reduce$20.99 - $25.17
($23.14)
$ 24.144%Reduce -29.44%13,227
WFC Wells Fargo & Co 2014-03-31 Reduce$44.23 - $49.29
($46.49)
$ 51.8111%Reduce -29.51%5,679
XL XL Group PLC 2014-03-31 Reduce$27.96 - $31.89
($29.89)
$ 33.3212%Reduce -47.07%7,114
ZION Zions Bancorp 2014-03-31 Reduce$27.91 - $32.99
($30.36)
$ 29.37-3%Reduce -46.23%7,186
HBAN Huntington Bancshare... 2014-03-31 Reduce$8.72 - $10.01
($9.49)
$ 9.571%Reduce -43.18%23,713
FC Franklin Covey Co 2014-03-31 Reduce$18.29 - $22.3
($20.23)
$ 19.46-4%Reduce -22.05%10,474
AGO Assured Guaranty Ltd 2014-03-31 Reduce$20.73 - $26.65
($23.62)
$ 22.89-3%Reduce -35.1%10,408
AHL Aspen Insurance Hold... 2014-03-31 Reduce$36.63 - $41.31
($38.89)
$ 44.8415%Reduce -29.51%7,120
HCC HCC Insurance Holdin... 2014-03-31 Reduce$41.32 - $46.14
($44.2)
$ 49.1411%Reduce -29.13%4,391
ARX Aeroflex Holding Cor... 2014-03-31 Reduce$6.13 - $8.91
($7.65)
$ 10.5538%Reduce -28.57%42,861
BKU BankUnited Inc 2014-03-31 Reduce$30.45 - $34.5
($32.67)
$ 33.292%Reduce -47.85%6,340
TRV Travelers Companies ... 2014-03-31 Reduce$80.26 - $90.54
($84.26)
$ 94.312%Reduce -33.5%2,561
TCBI Texas Capital Bancsh... 2014-03-31 Reduce$57.03 - $66.85
($61.76)
$ 52.25-15%Reduce -20.19%3,514
TCB TCF Financial Corp 2014-03-31 Reduce$15.45 - $17.05
($16.28)
$ 16.330%Reduce -24.44%18,091
KAMN Kaman Corp 2014-03-31 Reduce$38.05 - $41.42
($39.66)
$ 42.26%Reduce -30.29%10,759
Premium Real Time Picks are included for Premium Members only!!
*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 U.S. Value 1000 Fund
Since Inception
18.6%
» More Profile & Performance

Joel Greenblatt's Current Portfolio:

Ticker Shares Value ($1000)
SPY284,01453,113
MYGN1,206,09941,237
WCC485,15140,374
VMI267,72639,848
PPC1,912,30240,005
SYMC1,946,38338,869
SPW392,20438,558
FTR6,616,37637,746
NTAP1,006,82637,152
CAT375,48937,312
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Technology 24.1% 24.1%
Consumer Cyclical 20.8% 20.8%
Consumer Defensive 14.1% 14.1%
Healthcare 8.7% 8.7%
Communication Services 3.5% 3.5%
Basic Materials 3% 3%
Industrials 1% 1%
Financial Services 1% 1%
Energy 0.7% 0.7%
Utilities 0.1% 0.1%
Real Estate 0.1% 0.1%
» More Sector Weightings

Joel Greenblatt's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide