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Joel Greenblatt’s Simulations Plus SLP Stock Holding History

Joel Greenblatt’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,997
Closed -$208K – 1419
2023
Q3 		$208K Buy
+4,997
New +$227K ﹤0.01% 1233
2023
Q2 		– Sell
-6,101
Closed -$268K – 1413
2023
Q1 		$268K Buy
+6,101
New +$244K 0.01% 1161
2022
Q1 		– Sell
-4,753
Closed -$225K – 1229
2021
Q4 		$225K Buy
+4,753
New +$224K 0.01% 1044
2021
Q1 		– Sell
-3,226
Closed -$232K – 1083
2020
Q4 		$232K Sell
3,226
-15
-0.5% -$994 0.01% 895
2020
Q3 		$244K Buy
+3,241
New +$208K 0.01% 885

Other funds holding SLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Joel Greenblatt's SLP Position: Q4 2023 in Review

Joel Greenblatt sold out of Simulations Plus (SLP) in Q4 2023, closing a stake of 4,997 shares — an estimated $208K sold.

Joel Greenblatt first reported a position in SLP in Q3 2020 and held it in 5 quarters. The position peaked at $268K in Q1 2023. 168 funds tracked by Wall St. Rank hold SLP as of Q4 2023.

  • Joel Greenblatt reported no remaining Simulations Plus position as of Q4 2023 after selling out during the quarter.
  • Joel Greenblatt sold 4,997 Simulations Plus shares in Q4 2023, an estimated $208K.
  • Joel Greenblatt first reported a position in Simulations Plus in Q3 2020 and held it in 5 quarters.
  • Joel Greenblatt's Simulations Plus position peaked at $268K in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2023.

Based on Gotham Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.