Current Value of Holding

$33.6M

Shares

914k

% of Portfolio

0.09%

Average Buy Price

$38.6

Avg closing price
Price range

20 Joel Greenblatt Essential Utilities Trades

Joel Greenblatt acquired 914k Essential Utilities shares worth $33.6M. That's 0.09% of their equity portfolio (270th largest holding). The first Essential Utilities trade was made in Q2 2021. Since then Joel Greenblatt bought shares twelve more times and sold shares on seven occasions. The investor's estimated purchase price is $35.2M, resulting in a loss of 4.7%.

Avg closing price
Price range
Sold 3.1% shares (-28.9k shares) Q1 2026
Avg closing price $39.38
Price range $36.87 - $41.65
Increased shares by 3.8% (+34.7k shares) Q4 2025
Avg closing price $39.35
Price range $37.17 - $41.93
Increased shares by 168.1% (+569k shares) Q3 2025
Avg closing price $38.12
Price range $36.73 - $39.90
Increased shares by 235.1% (+238k shares) Q2 2025
Avg closing price $38.95
Price range $36.92 - $41.39
Sold 42.6% shares (-74.9k shares) Q1 2025
Avg closing price $36.65
Price range $33.49 - $40.57
Sold 8.3% shares (-16k shares) Q4 2024
Avg closing price $38.77
Price range $36.22 - $40.55
Sold 26.8% shares (-70.1k shares) Q3 2024
Avg closing price $39.26
Price range $36.74 - $41.49
Increased shares by 36.8% (+70.5k shares) Q2 2024
Avg closing price $37.10
Price range $33.88 - $39.67
Increased shares by 21.0% (+33.2k shares) Q1 2024
Avg closing price $36.26
Price range $34.18 - $38.66
Increased shares by 787.3% (+141k shares) Q4 2023
Avg closing price $34.90
Price range $32.59 - $37.64
Sold 85.0% shares (-101k shares) Q3 2023
Avg closing price $38.74
Price range $34.04 - $43.10
Increased shares by 155.4% (+72.4k shares) Q2 2023
Avg closing price $41.96
Price range $39.47 - $45.03
Increased shares by 180.9% (+30k shares) Q1 2023
Avg closing price $45.11
Price range $40.65 - $48.99
Sold 59.1% shares (-24k shares) Q4 2022
Avg closing price $45.27
Price range $39.41 - $48.74
Increased shares by 128.6% (+22.8k shares) Q3 2022
Avg closing price $48.45
Price range $41.38 - $52.37
Increased shares by 55.8% (+6.36k shares) Q2 2022
Avg closing price $46.45
Price range $41.42 - $52.59
Increased shares by 46.2% (+3.6k shares) Q1 2022
Avg closing price $48.26
Price range $44.80 - $53.13
Sold 19.9% shares (-1.94k shares) Q4 2021
Avg closing price $48.56
Price range $46.24 - $53.69
Increased shares by 86.0% (+4.5k shares) Q3 2021
Avg closing price $48.44
Price range $46.08 - $51.15
New holding (+5.23k shares) Q2 2021
Avg closing price $46.92
Price range $44.72 - $49.09

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