JG
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Joel Greenblatt’s Choiceone Financial COFS Stock Holding History

Joel Greenblatt’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,518
Closed -$338K – 1152
2021
Q3 		$338K Buy
+15,518
New +$381K 0.01% 776

Other funds holding COFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's COFS Position: Q4 2021 in Review

Joel Greenblatt sold out of Choiceone Financial (COFS) in Q4 2021, closing a stake of 15,518 shares — an estimated $338K sold.

Joel Greenblatt first reported a position in COFS in Q3 2021 and held it in 1 quarter. The position peaked at $338K in Q3 2021. 26 funds tracked by Wall St. Rank hold COFS as of Q4 2021.

  • Joel Greenblatt reported no remaining Choiceone Financial position as of Q4 2021 after selling out during the quarter.
  • Joel Greenblatt sold 15,518 Choiceone Financial shares in Q4 2021, an estimated $338K.
  • Joel Greenblatt first reported a position in Choiceone Financial in Q3 2021 and held it in 1 quarter.
  • Joel Greenblatt's Choiceone Financial position peaked at $338K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held Choiceone Financial as of Q4 2021.

Based on Gotham Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.