JG
PBPB

Joel Greenblatt’s Potbelly PBPB Stock Holding History

Joel Greenblatt’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,189
Closed -$188K – 1212
2021
Q3 		$188K Buy
+18,189
New +$127K 0.01% 977
2021
Q1 		– Sell
-38,271
Closed -$430K – 1061
2020
Q4 		$430K Buy
+38,271
New +$162K 0.01% 740
2014
Q1 		– Sell
-17,869
Closed -$434K – 1069
2013
Q4 		$434K Buy
+17,869
New +$489K 0.01% 776

Other funds holding PBPB

ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Joel Greenblatt's PBPB Position: Q4 2021 in Review

Joel Greenblatt sold out of Potbelly (PBPB) in Q4 2021, closing a stake of 18,189 shares — an estimated $188K sold.

Joel Greenblatt first reported a position in PBPB in Q4 2013 and held it in 3 quarters. The position peaked at $434K in Q4 2013. 59 funds tracked by Wall St. Rank hold PBPB as of Q4 2021.

  • Joel Greenblatt reported no remaining Potbelly position as of Q4 2021 after selling out during the quarter.
  • Joel Greenblatt sold 18,189 Potbelly shares in Q4 2021, an estimated $188K.
  • Joel Greenblatt first reported a position in Potbelly in Q4 2013 and held it in 3 quarters.
  • Joel Greenblatt's Potbelly position peaked at $434K in Q4 2013.
  • 59 funds tracked by Wall St. Rank held Potbelly as of Q4 2021.

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