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Joel Greenblatt’s Cardlytics CDLX Stock Holding History

Joel Greenblatt’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,497
Closed -$247K – 1343
2023
Q3 		$247K Buy
+1,497
New +$194K 0.01% 1171
2020
Q1 		– Sell
-723
Closed -$454K – 1090
2019
Q4 		$454K Buy
+723
New +$354K 0.01% 841

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $122M AUM 11.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return

Joel Greenblatt's CDLX Position: Q4 2023 in Review

Joel Greenblatt sold out of Cardlytics (CDLX) in Q4 2023, closing a stake of 1,497 shares — an estimated $247K sold.

Joel Greenblatt first reported a position in CDLX in Q4 2019 and held it in 2 quarters. The position peaked at $454K in Q4 2019. 124 funds tracked by Wall St. Rank hold CDLX as of Q4 2023.

  • Joel Greenblatt reported no remaining Cardlytics position as of Q4 2023 after selling out during the quarter.
  • Joel Greenblatt sold 1,497 Cardlytics shares in Q4 2023, an estimated $247K.
  • Joel Greenblatt first reported a position in Cardlytics in Q4 2019 and held it in 2 quarters.
  • Joel Greenblatt's Cardlytics position peaked at $454K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Cardlytics as of Q4 2023.

Based on Gotham Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.