Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$29.5

Avg closing price
Price range

15 Joel Greenblatt Equitable Holdings Trades

The first Equitable Holdings trade was made in Q2 2020. Since then Joel Greenblatt bought shares five more times and sold shares on nine occasions. The investor completely sold their stake between Q2 2023 and Q4 2024.

Avg closing price
Price range
Sold -8.95 Thousand shares Q4 2024
Avg closing price $46.29
Price range $41.59 - $50.40
Sold 9.2% shares (-910 shares) Q3 2024
Avg closing price $41.05
Price range $37.05 - $43.61
Sold 10.9% shares (-1.21 Thousand shares) Q2 2024
Avg closing price $39.17
Price range $35.63 - $41.50
Sold 22.6% shares (-3.23 Thousand shares) Q1 2024
Avg closing price $34.01
Price range $32.25 - $38.01
Sold 21.9% shares (-4.02 Thousand shares) Q4 2023
Avg closing price $29.27
Price range $25.21 - $34.46
Sold 12.6% shares (-2.63 Thousand shares) Q3 2023
Avg closing price $28.23
Price range $26.86 - $29.19
Sold 1.1% shares (-227 shares) Q2 2023
Avg closing price $25.31
Price range $22.82 - $27.16
New holding (+21.2 Thousand shares) Q1 2023
Avg closing price $29.51
Price range $23.46 - $32.88
Sold -14 Thousand shares Q4 2022
Avg closing price $29.60
Price range $27.17 - $31.98
Increased shares by 14.6% (+1.79 Thousand shares) Q3 2022
Avg closing price $28.42
Price range $24.87 - $31.83
Increased shares by 2.2% (+258 shares) Q2 2022
Avg closing price $28.98
Price range $25.56 - $32.30
Increased shares by 11.5% (+1.24 Thousand shares) Q1 2022
Avg closing price $32.96
Price range $28.52 - $36.30
New holding (+10.7 Thousand shares) Q4 2021
Avg closing price $32.82
Price range $29.95 - $35.43
Sold -11.2 Thousand shares Q3 2020
Avg closing price $20.11
Price range $17.64 - $21.80
New holding (+11.2 Thousand shares) Q2 2020
Avg closing price $17.87
Price range $13.02 - $23.05

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