Current Value of Holding

$69.3M

Shares

273k

% of Portfolio

0.19%

Average Buy Price

$278

Avg closing price
Price range

37 Joel Greenblatt Factset Research Systems Trades

Joel Greenblatt's position in Factset Research Systems is currently worth $69.3M. That's 0.19% of their equity portfolio (61st largest holding). The first Factset Research Systems trade was made in Q2 2012. Since then Joel Greenblatt bought shares eighteen more times and sold shares on eighteen occasions. The investor's estimated purchase price is $75.9M, resulting in a loss of 8.7%.

Avg closing price
Price range
Increased shares by 67.2% (+110k shares) Q1 2026
Avg closing price $242.76
Price range $190.04 - $296.92
Increased shares by 583.8% (+140k shares) Q4 2025
Avg closing price $280.68
Price range $253.59 - $296.13
Increased shares by 62.5% (+9.19k shares) Q3 2025
Avg closing price $382.88
Price range $283.86 - $450.30
Increased shares by 328.5% (+11.3k shares) Q2 2025
Avg closing price $438.11
Price range $398.85 - $473.32
New holding (+3.43k shares) Q1 2025
Avg closing price $455.46
Price range $427.50 - $476.51
Sold -633 shares Q4 2024
Avg closing price $475.71
Price range $449.74 - $495.72
Sold 80.7% shares (-2.65k shares) Q3 2024
Avg closing price $424.52
Price range $397.04 - $469.48
Increased shares by 395.5% (+2.62k shares) Q2 2024
Avg closing price $424.91
Price range $394.89 - $452.48
Sold 11.8% shares (-89 shares) Q1 2024
Avg closing price $466.23
Price range $443.86 - $487.90
New holding (+752 shares) Q4 2023
Avg closing price $450.01
Price range $420.42 - $477.05
Sold -627 shares Q2 2023
Avg closing price $403.33
Price range $384.58 - $423.34
Sold 43.5% shares (-483 shares) Q1 2023
Avg closing price $416.46
Price range $392.59 - $435.27
New holding (+1.11k shares) Q4 2022
Avg closing price $425.94
Price range $394.52 - $472.16
Sold -421 shares Q1 2022
Avg closing price $421.90
Price range $392.82 - $476.02
New holding (+421 shares) Q4 2021
Avg closing price $448.43
Price range $394.13 - $488.85
Sold -1.64k shares Q1 2020
Avg closing price $272.07
Price range $204.55 - $308.66
Sold 59.1% shares (-2.36k shares) Q4 2019
Avg closing price $256.78
Price range $234.28 - $271.60
New holding (+4k shares) Q3 2019
Avg closing price $277.41
Price range $242.12 - $296.52
Sold -1.3k shares Q3 2017
Avg closing price $163.26
Price range $155.53 - $180.11
Increased shares by 6.8% (+82 shares) Q2 2017
Avg closing price $163.52
Price range $157.92 - $171.63

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