Joel Greenblatt

Joel Greenblatt

Last Update: 08-14-2018

Number of Stocks: 862
Number of New Stocks: 217

Total Value: $6,920 Mil
Q/Q Turnover: 33%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Joel Greenblatt Bought 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 2018-06-30 Add0.88%$167.68 - $213.52
($191.62)
$ 207.898%Add 12642.75%301,366
FDX FedEx Corp 2018-06-30 Buy 0.71%$226.67 - $265.53
($247.69)
$ 246.94-0%New holding215,574
DIS Walt Disney Co 2018-06-30 Add0.67%$98.66 - $108.85
($102.31)
$ 112.4810%Add 1110.81%481,115
ADP Automatic Data Processing Inc 2018-06-30 Buy 0.63%$113.3 - $140.34
($126.69)
$ 142.5513%New holding324,877
PH Parker Hannifin Corp 2018-06-30 Buy 0.5%USD 153.96 - USD 182.43
(USD 170.51)
USD 169.57-1%New holding221,746
KMB Kimberly-Clark Corp 2018-06-30 Add0.48%USD 98.52 - USD 109.41
(USD 103.94)
USD 119.5715%Add 139.52%541,395
PM Philip Morris International Inc 2018-06-30 Add0.45%$76.85 - $103.3
($84.95)
$ 85.050%Add 150.59%639,447
EL The Estee Lauder Companies Inc 2018-06-30 Add0.43%$132.59 - $158.03
($147.98)
$ 135.96-8%Add 108.63%402,355
CL Colgate-Palmolive Co 2018-06-30 Add0.42%$61.65 - $72.44
($65.45)
$ 67.503%Add 261.73%621,886
LOW Lowe's Companies Inc 2018-06-30 Add0.42%$81.48 - $100.5
($90.44)
$ 97.998%Add 1084.37%334,394
ORCL Oracle Corp 2018-06-30 Add0.42%$42.82 - $48.45
($46.06)
$ 48.365%Add 91.00%1,378,051
CAH Cardinal Health Inc 2018-06-30 Buy 0.41%$48.83 - $65.82
($56.77)
$ 51.90-9%New holding574,383
XOM Exxon Mobil Corp 2018-06-30 Add0.39%$73.22 - $83.6
($79.65)
$ 78.26-2%Add 367.61%418,872
MDLZ Mondelez International Inc 2018-06-30 Add0.35%$37.57 - $42.23
($40.2)
$ 42.716%Add 1009.19%646,766
ECL Ecolab Inc 2018-06-30 Add0.34%$133.97 - $149.84
($144.27)
$ 147.312%Add 2736.65%172,809
HD The Home Depot Inc 2018-06-30 Add0.34%$172.51 - $201.31
($186.79)
$ 195.575%Add 95.41%244,355
EBAY eBay Inc 2018-06-30 Add0.33%$36.14 - $42.2
($38.93)
$ 34.01-13%Add 157.87%1,021,855
MGA Magna International Inc 2018-06-30 Add0.32%$54.23 - $66.68
($62.05)
$ 54.61-12%Add 2490.72%389,592
CMCSA Comcast Corp 2018-06-30 Add0.31%$30.59 - $34.6
($32.61)
$ 35.609%Add 683.07%750,072
CSCO Cisco Systems Inc 2018-06-30 Add0.3%$40.73 - $46.3
($43.71)
$ 45.875%Add 47.40%1,499,769
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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
5 Yrs Since Inception
8.6% 8.6%
» More Profile & Performance

Joel Greenblatt's Current Portfolio:

Ticker Shares Value ($1000)
AAPL476,14988,140
MU1,464,38276,792
WMT750,58064,287
CSCO1,499,76964,535
RTN326,61863,096
INTU301,36661,571
ORCL1,378,05160,717
AMZN34,37158,424
EL402,35557,412
KMB541,39557,031
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 19.9% 19.9%
Technology 16.5% 16.5%
Consumer Defensive 13.4% 13.4%
Healthcare 13% 13%
Basic Materials 4% 4%
Financial Services 3.1% 3.1%
Energy 2.2% 2.2%
Communication Services 2.1% 2.1%
Industrials 1.8% 1.8%
Utilities 0.3% 0.3%
Real Estate 0.1% 0.1%
» More Sector Weightings

Joel Greenblatt's News:

» More Related News


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