Joel Greenblatt

Joel Greenblatt

Last Update: 08-14-2017

Number of Stocks: 948
Number of New Stocks: 217

Total Value: $7,119 Mil
Q/Q Turnover: 33%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-06-30.

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
BA Boeing Co 2017-06-30 Reduce-0.58%$175.62 - $202.23
($185.87)
$ 235.5927%Reduce -53.75%219,465
QCOM Qualcomm Inc 2017-06-30 Reduce-0.57%$52.5 - $59.28
($55.9)
$ 52.27-6%Reduce -73.04%289,668
MRK Merck & Co Inc 2017-06-30 Reduce-0.52%$61.89 - $66.16
($63.79)
$ 61.84-3%Reduce -84.30%120,462
BSX Boston Scientific Corp 2017-06-30 Reduce-0.52%$24.42 - $28.25
($26.49)
$ 26.641%Reduce -98.52%24,597
GLW Corning Inc 2017-06-30 Reduce-0.5%$26.32 - $30.5
($28.68)
$ 27.87-3%Reduce -85.01%257,460
BAX Baxter International Inc 2017-06-30 Reduce-0.49%$51.86 - $61.38
($56.7)
$ 60.827%Reduce -73.38%270,869
ADI Analog Devices Inc 2017-06-30 Reduce-0.47%$75.51 - $85.76
($79.52)
$ 77.56-2%Reduce -98.19%8,435
LLY Eli Lilly and Co 2017-06-30 Reduce-0.47%$76.98 - $86.25
($81.63)
$ 77.80-5%Reduce -97.99%8,999
JNJ Johnson & Johnson 2017-06-30 Reduce-0.42%$121.37 - $136.43
($127.44)
$ 133.044%Reduce -91.44%24,933
ESRX Express Scripts Holding Co 2017-06-30 Reduce-0.4%$59.26 - $67.25
($62.84)
$ 61.04-3%Reduce -41.22%682,163
BIIB Biogen Inc 2017-06-30 Reduce-0.39%$246.54 - $286.89
($264.46)
$ 284.428%Reduce -41.02%162,464
IR Ingersoll-Rand PLC 2017-06-30 Reduce-0.39%$81.22 - $92.59
($87.58)
$ 85.46-2%Reduce -64.21%210,414
TSN Tyson Foods Inc 2017-06-30 Reduce-0.38%$57.34 - $65.39
($61.29)
$ 64.906%Reduce -53.60%415,061
UAL United Continental Holdings Inc 2017-06-30 Reduce-0.38%$67.75 - $82.03
($75.42)
$ 64.70-14%Reduce -94.15%26,239
SWK Stanley Black & Decker Inc 2017-06-30 Reduce-0.37%$130.57 - $143.05
($137.02)
$ 138.121%Reduce -98.30%3,866
DAL Delta Air Lines Inc 2017-06-30 Reduce-0.36%$44.03 - $53.87
($48.91)
$ 47.53-3%Reduce -47.40%678,520
ACHC Acadia Healthcare Co Inc 2017-06-30 Reduce-0.35%$41.31 - $49.6
($44.2)
$ 46.996%Reduce -78.85%167,007
FBHS Fortune Brands Home & Security Inc 2017-06-30 Reduce-0.35%$60.48 - $66.05
($63.3)
$ 62.69-1%Reduce -99.13%3,883
AMGN Amgen Inc 2017-06-30 Reduce-0.34%$153.02 - $174.07
($162.52)
$ 167.813%Reduce -41.04%234,284
MCD McDonald's Corp 2017-06-30 Reduce-0.33%$129.29 - $154.8
($144.17)
$ 157.8910%Reduce -56.09%158,576
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)
GILD963,72168,212
CSCO2,002,00762,663
CVS761,09461,238
INTU460,05961,100
AAPL418,32660,247
FOXA2,104,53459,642
CAT516,64955,519
LOW711,50555,163
FDX247,44453,777
EMR901,49153,747
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 21.5% 21.5%
Technology 19.1% 19.1%
Healthcare 15.5% 15.5%
Consumer Defensive 10.4% 10.4%
Basic Materials 3.6% 3.6%
Communication Services 2.5% 2.5%
Energy 1.8% 1.8%
Financial Services 1.5% 1.5%
Industrials 1.2% 1.2%
Utilities 0.2% 0.2%
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}}