Joel Greenblatt

Joel Greenblatt

Last Update: 02-15-2018

Number of Stocks: 919
Number of New Stocks: 246

Total Value: $6,886 Mil
Q/Q Turnover: 32%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-12-31.

Plans start from as little as $399/year. 7-Day FREE TRIAL

Joel Greenblatt Sold 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
INTU Intuit Inc 2017-12-31 Reduce-0.67%$141.74 - $161.13
($152.33)
$ 173.5714%Reduce -99.11%2,901
IBM International Business Machines Corp 2017-12-31 Sold Out -0.51%$146.48 - $162.07
($152.07)
$ 155.162%Sold Out0
LMT Lockheed Martin Corp 2017-12-31 Reduce-0.51%$306.6 - $322.82
($315.2)
$ 358.6914%Reduce -94.94%6,044
FDX FedEx Corp 2017-12-31 Reduce-0.49%$214.45 - $251.07
($228.63)
$ 240.985%Reduce -97.44%3,835
DIS Walt Disney Co 2017-12-31 Reduce-0.47%$96.93 - $111.81
($102.99)
$ 105.983%Reduce -89.45%38,396
HON Honeywell International Inc 2017-12-31 Reduce-0.4%$142.55 - $155.8
($148.36)
$ 154.344%Reduce -62.73%114,202
EA Electronic Arts Inc 2017-12-31 Reduce-0.39%$100.83 - $120.09
($111.23)
$ 126.3414%Reduce -55.46%181,439
HCA HCA Healthcare Inc 2017-12-31 Sold Out -0.38%USD 74.22 - USD 89.69
(USD 80.26)
USD 101.0026%Sold Out0
BA Boeing Co 2017-12-31 Reduce-0.37%$255.46 - $297.9
($271)
$ 353.3530%Reduce -37.27%166,165
CMCSA Comcast Corp 2017-12-31 Reduce-0.37%$35.15 - $40.82
($37.59)
$ 39.475%Reduce -53.88%553,692
LOW Lowe's Companies Inc 2017-12-31 Reduce-0.37%$76.65 - $92.94
($82.65)
$ 95.6516%Reduce -38.24%506,617
AMAT Applied Materials Inc 2017-12-31 Reduce-0.36%$49.77 - $58.8
($54.2)
$ 56.665%Reduce -38.27%769,334
VAR Varian Medical Systems Inc 2017-12-31 Reduce-0.35%$100.1 - $112.42
($107.43)
$ 120.1712%Reduce -65.18%126,221
CAT Caterpillar Inc 2017-12-31 Reduce-0.33%$124.72 - $158.42
($138.66)
$ 155.5612%Reduce -38.53%283,674
HD The Home Depot Inc 2017-12-31 Reduce-0.33%$162.71 - $190.36
($172.49)
$ 186.718%Reduce -51.03%130,430
MCK McKesson Corp 2017-12-31 Reduce-0.32%$135.02 - $162.6
($148.15)
$ 148.850%Reduce -63.40%81,265
ROK Rockwell Automation Inc 2017-12-31 Reduce-0.32%$180.7 - $200.83
($190.59)
$ 184.67-3%Reduce -76.11%38,533
UPS United Parcel Service Inc 2017-12-31 Sold Out -0.32%$112.55 - $123.72
($117.46)
$ 104.71-11%Sold Out0
TPR Tapestry Inc 2017-12-31 Reduce-0.31%$38.87 - $44.95
($41.22)
$ 49.4120%Reduce -84.30%97,173
WMT Walmart Inc 2017-12-31 Reduce-0.29%$78.45 - $99.62
($91.7)
$ 94.113%Reduce -46.51%292,209
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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
CVS951,79669,005
MU1,639,48467,416
GOOGL60,93164,185
TWX695,75163,640
PCLN35,72162,074
LRCX329,60560,670
KO1,303,42959,801
GM1,434,68458,808
HPQ2,800,29158,834
FOXA1,552,03453,592
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 22.6% 22.6%
Technology 17.8% 17.8%
Healthcare 14.4% 14.4%
Consumer Defensive 10.1% 10.1%
Basic Materials 4.9% 4.9%
Communication Services 2.5% 2.5%
Financial Services 1.8% 1.8%
Industrials 1.6% 1.6%
Energy 1.3% 1.3%
Utilities 0.3% 0.3%
Real Estate 0.2% 0.2%
» More Sector Weightings

Joel Greenblatt's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
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)

GF Chat

{{numOfNotice}}