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Joel Greenblatt’s Definitive Healthcare DH Stock Holding History

Joel Greenblatt’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,705
Closed -$85.7K – 1432
2024
Q2 		$85.7K Sell
15,705
-40,308
-72% -$254K ﹤0.01% 1388
2024
Q1 		$452K Buy
56,013
+22,477
+67% +$199K 0.01% 1086
2023
Q4 		$333K Buy
+33,536
New +$263K 0.01% 1107

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Joel Greenblatt's DH Position: Q3 2024 in Review

Joel Greenblatt sold out of Definitive Healthcare (DH) in Q3 2024, closing a stake of 15,705 shares — an estimated $85.7K sold.

Joel Greenblatt first reported a position in DH in Q4 2023 and held it in 3 quarters. The position peaked at $452K in Q1 2024. 125 funds tracked by Wall St. Rank hold DH as of Q3 2024.

  • Joel Greenblatt reported no remaining Definitive Healthcare position as of Q3 2024 after selling out during the quarter.
  • Joel Greenblatt sold 15,705 Definitive Healthcare shares in Q3 2024, an estimated $85.7K.
  • Joel Greenblatt first reported a position in Definitive Healthcare in Q4 2023 and held it in 3 quarters.
  • Joel Greenblatt's Definitive Healthcare position peaked at $452K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2024.

Based on Gotham Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.