JG
SHLM

Joel Greenblatt’s Schulman (A.) Inc SHLM Stock Holding History

Joel Greenblatt’s Portfolio SHLM Stock Details SHLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-60,280
Closed -$2.02M – 1161
2016
Q4 		$2.02M Buy
+60,280
New +$1.91M 0.03% 510
2015
Q4 		– Sell
-14,156
Closed -$460K – 1059
2015
Q3 		$460K Buy
+14,156
New +$500K ﹤0.01% 744
2014
Q2 		– Sell
-6,247
Closed -$227K – 1147
2014
Q1 		$227K Sell
6,247
-68,198
-92% -$2.34M ﹤0.01% 945
2013
Q4 		$2.63M Sell
74,445
-20,281
-21% -$667K 0.06% 420
2013
Q3 		$2.79M Buy
94,726
+2,382
+3% +$66.2K 0.09% 331
2013
Q2 		$2.48M Buy
+92,344
New +$2.54M 0.11% 294

Other funds holding SHLM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Joel Greenblatt's SHLM Position: Q1 2017 in Review

Joel Greenblatt sold out of Schulman (A.) Inc (SHLM) in Q1 2017, closing a stake of 60,280 shares — an estimated $2.02M sold.

Joel Greenblatt first reported a position in SHLM in Q2 2013 and held it in 6 quarters. The position peaked at $2.79M in Q3 2013. 183 funds tracked by Wall St. Rank hold SHLM as of Q1 2017.

  • Joel Greenblatt reported no remaining Schulman (A.) Inc position as of Q1 2017 after selling out during the quarter.
  • Joel Greenblatt sold 60,280 Schulman (A.) Inc shares in Q1 2017, an estimated $2.02M.
  • Joel Greenblatt first reported a position in Schulman (A.) Inc in Q2 2013 and held it in 6 quarters.
  • Joel Greenblatt's Schulman (A.) Inc position peaked at $2.79M in Q3 2013.
  • 183 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q1 2017.

Based on Gotham Asset Management's 13F filing for Q1 2017, filed 15 May 2017.