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      Current Value of Holding

      $13.2M

      Shares

      339k

      % of Portfolio

      0.08%

      Average Buy Price

      $38.9

      Avg closing price
      Price range

      17 Joel Greenblatt Essential Utilities Trades

      Joel Greenblatt acquired 339k Essential Utilities shares worth $13.2M. That's 0.08% of their equity portfolio (371st largest holding). The first Essential Utilities trade was made in Q2 2021. Since then Joel Greenblatt bought shares ten more times and sold shares on six occasions. The stake costed the investor $13.2M, netting the investor a gain of 0.1% so far.

      Avg closing price
      Price range
      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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