Joel Greenblatt UPS Holdings History

Number of Shares
40,674.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
0.12%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
1.21%

Joel Greenblatt's United Parcel Service Inc Holding Summary

As of 2023-12-31, Gotham Asset Management, LLC held 40,674.00 shares of United Parcel Service Inc(UPS), totaling $6.40 Mil. This investment constitutes 0.12% of their stock portfolio, and Gotham Asset Management, LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2011Q1. And since then Joel Greenblatt has made 28 purchases of UPS, at an average price of $112.53, for a total of 1.43 Mil shares. In addition, there have been 21 sales at an average price of $112.92 for 1.39 Mil shares. Based on historical transaction data and UPS's current price of $147.59, Joel Greenblatt's estimated gain on his UPS holdings is $1.96 Mil, reflecting a 1.21% gain to date.

Joel Greenblatt UPS ($147.59) Holding Chart

Joel Greenblatt UPS ($147.59) 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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