Current Value of Holding

$927 Thousand

Shares

1.88 Thousand

% of Portfolio

0.01%

Average Buy Price

$344

Avg closing price
Price range

26 Joel Greenblatt Ameriprise Financial Trades

Joel Greenblatt acquired 1.88 Thousand Ameriprise Financial shares worth $927 Thousand. That's 0.01% of their equity portfolio (866th largest holding). The first Ameriprise Financial trade was made in Q2 2015. Since then Joel Greenblatt bought shares sixteen more times and sold shares on nine occasions. The stake costed the investor $647 Thousand, netting the investor a gain of 43% so far.

Avg closing price
Price range
Increased shares by 10.6% (+180 shares) Q4 2024
Avg closing price $534.56
Price range $473.14 - $573.97
Increased shares by 9.2% (+143 shares) Q3 2024
Avg closing price $434.10
Price range $391.53 - $469.81
Increased shares by 27.8% (+340 shares) Q2 2024
Avg closing price $427.19
Price range $407.69 - $442.22
Increased shares by 3.3% (+39 shares) Q1 2024
Avg closing price $400.39
Price range $372.06 - $438.44
Increased shares by 7.8% (+86 shares) Q4 2023
Avg closing price $342.90
Price range $307.14 - $381.62
Increased shares by 12.3% (+120 shares) Q3 2023
Avg closing price $341.28
Price range $326.95 - $356.90
Sold 9.7% shares (-105 shares) Q2 2023
Avg closing price $307.35
Price range $282.02 - $332.16
Sold 4.0% shares (-45 shares) Q1 2023
Avg closing price $327.63
Price range $281.43 - $355.33
Increased shares by 37.8% (+309 shares) Q4 2022
Avg closing price $305.01
Price range $257.84 - $332.60
New holding (+817 shares) Q3 2022
Avg closing price $263.12
Price range $223.12 - $291.83
Sold -2.07 Thousand shares Q2 2022
Avg closing price $267.88
Price range $235.10 - $300.84
Sold 57.8% shares (-2.83 Thousand shares) Q1 2022
Avg closing price $302.51
Price range $261.39 - $328.58
Sold 4.2% shares (-214 shares) Q4 2021
Avg closing price $295.77
Price range $264.89 - $310.24
Sold 37.5% shares (-3.07 Thousand shares) Q3 2021
Avg closing price $261.59
Price range $238.11 - $277.60
Increased shares by 126.9% (+4.58 Thousand shares) Q2 2021
Avg closing price $252.07
Price range $235.41 - $265.65
New holding (+3.61 Thousand shares) Q1 2021
Avg closing price $216.23
Price range $187.01 - $232.80
Sold -4.9 Thousand shares Q1 2020
Avg closing price $148.16
Price range $82.88 - $179.72
Increased shares by 9.5% (+426 shares) Q4 2019
Avg closing price $154.96
Price range $129.21 - $168.43
Increased shares by 139.3% (+2.6 Thousand shares) Q3 2019
Avg closing price $140.13
Price range $122.40 - $151.47
New holding (+1.87 Thousand shares) Q2 2019
Avg closing price $144.55
Price range $132.68 - $153.53

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