Current Value of Holding

$961 Thousand

Shares

15.4 Thousand

% of Portfolio

0.02%

Average Buy Price

$40.9

Avg closing price
Price range

15 Joel Greenblatt Envestnet Trades

Joel Greenblatt acquired 15.4 Thousand Envestnet shares worth $961 Thousand. That's 0.02% of their equity portfolio (784th largest holding). The first Envestnet trade was made in Q4 2014. Since then Joel Greenblatt bought shares eight more times and sold shares on six occasions. The stake costed the investor $628 Thousand, netting the investor a gain of 53% so far.

Avg closing price
Price range
New holding (+15.4 Thousand shares) Q4 2023
Avg closing price $40.90
Price range $33.55 - $49.80
Sold -4.03 Thousand shares Q1 2021
Avg closing price $77.76
Price range $64.02 - $86.95
Sold 47.9% shares (-3.71 Thousand shares) Q4 2020
Avg closing price $80.59
Price range $74.94 - $84.32
New holding (+7.73 Thousand shares) Q3 2020
Avg closing price $79.86
Price range $74.11 - $89.04
Sold -10.8 Thousand shares Q4 2018
Avg closing price $53.59
Price range $46.62 - $61.79
Sold 70.5% shares (-25.8 Thousand shares) Q3 2018
Avg closing price $60.47
Price range $55.80 - $63.80
Sold 13.4% shares (-5.63 Thousand shares) Q2 2018
Avg closing price $55.57
Price range $52.55 - $59.45
Increased shares by 259.0% (+30.4 Thousand shares) Q1 2018
Avg closing price $54.96
Price range $49.50 - $59.75
New holding (+11.7 Thousand shares) Q4 2017
Avg closing price $51.76
Price range $48.40 - $54.25
Sold -31.7 Thousand shares Q1 2016
Avg closing price $23.46
Price range $19.64 - $28.95
Increased shares by 81.5% (+14.2 Thousand shares) Q4 2015
Avg closing price $30.81
Price range $28.41 - $33.49
Increased shares by 6.7% (+1.1 Thousand shares) Q3 2015
Avg closing price $36.66
Price range $29.33 - $46.12
Increased shares by 37.5% (+4.46 Thousand shares) Q2 2015
Avg closing price $48.12
Price range $40.43 - $55.70
Increased shares by 12.6% (+1.33 Thousand shares) Q1 2015
Avg closing price $53.36
Price range $47.02 - $57.37
New holding (+10.6 Thousand shares) Q4 2014
Avg closing price $47.07
Price range $38.94 - $54.50

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!