JG
HTO

Joel Greenblatt’s H2O America HTO Stock Holding History

Joel Greenblatt’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,650
Closed -$386K – 1513
2024
Q3 		$386K Buy
+6,650
New +$389K ﹤0.01% 1165
2023
Q3 		– Sell
-8,154
Closed -$572K – 1406
2023
Q2 		$572K Sell
8,154
-1,308
-14% -$98.8K 0.01% 924
2023
Q1 		$720K Buy
+9,462
New +$731K 0.02% 850

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joel Greenblatt's HTO Position: Q4 2024 in Review

Joel Greenblatt sold out of H2O America (HTO) in Q4 2024, closing a stake of 6,650 shares — an estimated $386K sold.

Joel Greenblatt first reported a position in HTO in Q1 2023 and held it in 3 quarters. The position peaked at $720K in Q1 2023. 240 funds tracked by Wall St. Rank hold HTO as of Q4 2024.

  • Joel Greenblatt reported no remaining H2O America position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 6,650 H2O America shares in Q4 2024, an estimated $386K.
  • Joel Greenblatt first reported a position in H2O America in Q1 2023 and held it in 3 quarters.
  • Joel Greenblatt's H2O America position peaked at $720K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held H2O America as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.