Current Value of Holding

$791 Thousand

Shares

2.6 Thousand

% of Portfolio

0.01%

Average Buy Price

$285

Avg closing price
Price range

22 Joel Greenblatt Morningstar Trades

Joel Greenblatt acquired 2.6 Thousand Morningstar shares worth $791 Thousand. That's 0.01% of their equity portfolio (911th largest holding). The first Morningstar trade was made in Q1 2012. Since then Joel Greenblatt bought shares eleven more times and sold shares on ten occasions. The stake costed the investor $738 Thousand, netting the investor a gain of 7.2% so far.

Avg closing price
Price range
Sold 60.6% shares (-4 Thousand shares) Q4 2024
Avg closing price $341.58
Price range $312.85 - $358.78
Increased shares by 51.2% (+2.23 Thousand shares) Q3 2024
Avg closing price $310.65
Price range $295.85 - $326.31
Sold 30.5% shares (-1.91 Thousand shares) Q2 2024
Avg closing price $295.99
Price range $282.65 - $315.06
Increased shares by 115.5% (+3.36 Thousand shares) Q1 2024
Avg closing price $288.05
Price range $272.04 - $310.74
New holding (+2.91 Thousand shares) Q4 2023
Avg closing price $260.56
Price range $220.07 - $288.88
Sold -924 shares Q2 2022
Avg closing price $252.01
Price range $223.60 - $291.12
New holding (+924 shares) Q1 2022
Avg closing price $282.62
Price range $255.56 - $336.03
Sold -1.09 Thousand shares Q3 2021
Avg closing price $262.72
Price range $244.27 - $281.46
Sold 33.6% shares (-554 shares) Q2 2021
Avg closing price $242.63
Price range $231.00 - $265.21
New holding (+1.65 Thousand shares) Q1 2021
Avg closing price $234.34
Price range $216.45 - $252.61
Sold -2.52 Thousand shares Q4 2015
Avg closing price $81.02
Price range $77.91 - $83.79
New holding (+2.52 Thousand shares) Q3 2015
Avg closing price $81.64
Price range $77.16 - $86.57
Sold -63.3 Thousand shares Q1 2015
Avg closing price $70.94
Price range $62.73 - $78.24
Increased shares by 73.0% (+26.7 Thousand shares) Q4 2014
Avg closing price $66.25
Price range $61.66 - $70.72
Sold 4.9% shares (-1.87 Thousand shares) Q3 2014
Avg closing price $68.45
Price range $66.49 - $72.55
Increased shares by 131.9% (+21.9 Thousand shares) Q2 2014
Avg closing price $73.12
Price range $68.91 - $79.85
Sold 43.7% shares (-12.9 Thousand shares) Q1 2014
Avg closing price $79.64
Price range $73.98 - $83.66
Increased shares by 786.5% (+26.2 Thousand shares) Q4 2013
Avg closing price $79.54
Price range $73.86 - $85.23
Increased shares by 12.7% (+376 shares) Q3 2013
Avg closing price $77.31
Price range $75.09 - $79.53
New holding (+2.95 Thousand shares) Q2 2013
Avg closing price $69.29
Price range $63.58 - $77.58

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