Joel Greenblatt WTRG Holdings History
Joel Greenblatt's Essential Utilities Inc Holding Summary
As of 2023-12-31, Gotham Asset Management, LLC held 158,374.00 shares of Essential Utilities Inc(WTRG), totaling $5.92 Mil. This investment constitutes 0.11% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.06% of the outstanding Essential Utilities Inc(WTRG) stock.
The initial trade took place in 2014Q1. And since then Joel Greenblatt has made 10 purchases of WTRG, at an average price of $38.85, for a total of 306,353.00 shares. In addition, there have been 7 sales at an average price of $38.51 for 147,979.00 shares. Based on historical transaction data and WTRG's current price of $36.09, Joel Greenblatt's estimated gain on his WTRG holdings is $-486,950.32, reflecting a -4.09% gain to date.
Joel Greenblatt WTRG ($36.09) Holding Chart
Joel Greenblatt WTRG ($36.09) 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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