Joel Greenblatt SU Holdings History

Number of Shares
108,755.00
Current Holdings Value*
$4.21 Mil
% of Portfolio
0.04%
Total Estimate Gain
$-2.09 Mil
% of Total Estimate Gain
-6.02%

Joel Greenblatt's Suncor Energy Inc Holding Summary

As of 2025-03-31, Gotham Asset Management, LLC held 108,755.00 shares of Suncor Energy Inc(SU), totaling $4.21 Mil. This investment constitutes 0.04% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.01% of the outstanding Suncor Energy Inc(SU) stock.

The initial trade took place in 2014Q3. And since then Joel Greenblatt has made 14 purchases of SU, at an average price of $31.25, for a total of 1.11 Mil shares. In addition, there have been 15 sales at an average price of $28.30 for 1.00 Mil shares. Based on historical transaction data and SU's current price of $39.27, Joel Greenblatt's estimated gain on his SU holdings is $-2.09 Mil, reflecting a -6.02% gain to date.

Joel Greenblatt SU ($39.27) Holding Chart

Joel Greenblatt SU ($39.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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