Current Value of Holding

$5.97 Million

Shares

158 Thousand

% of Portfolio

0.11%

Average Buy Price

$39.7

Avg closing price
Price range

11 Joel Greenblatt Essential Utilities Trades

Joel Greenblatt acquired 158 Thousand Essential Utilities shares worth $5.97 Million. That's 0.11% of their equity portfolio (240th largest holding). The first Essential Utilities trade was made in Q2 2021. Since then Joel Greenblatt bought shares seven more times and sold shares on three occasions. The investor's estimated purchase price is $6.29 Million, resulting in a loss of 5.1%.

Avg closing price
Price range
Increased shares by 787.3% (+141 Thousand shares) Q4 2023
Avg closing price $34.90
Price range $32.59 - $37.64
Sold 85.0% shares (-101 Thousand shares) Q3 2023
Avg closing price $38.74
Price range $34.04 - $43.10
Increased shares by 155.4% (+72.4 Thousand shares) Q2 2023
Avg closing price $41.96
Price range $39.47 - $45.03
Increased shares by 180.9% (+30 Thousand shares) Q1 2023
Avg closing price $45.11
Price range $40.65 - $48.99
Sold 59.1% shares (-24 Thousand shares) Q4 2022
Avg closing price $45.27
Price range $39.41 - $48.74
Increased shares by 128.6% (+22.8 Thousand shares) Q3 2022
Avg closing price $48.45
Price range $41.38 - $52.37
Increased shares by 55.8% (+6.36 Thousand shares) Q2 2022
Avg closing price $46.45
Price range $41.42 - $52.59
Increased shares by 46.2% (+3.6 Thousand shares) Q1 2022
Avg closing price $48.26
Price range $44.80 - $53.13
Sold 19.9% shares (-1.94 Thousand shares) Q4 2021
Avg closing price $48.56
Price range $46.24 - $53.69
Increased shares by 86.0% (+4.5 Thousand shares) Q3 2021
Avg closing price $48.44
Price range $46.08 - $51.15
New holding (+5.23 Thousand shares) Q2 2021
Avg closing price $46.92
Price range $44.72 - $49.09

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