Joel Greenblatt’s TaskUs TASK Stock Holding History

Joel Greenblatt’s Portfolio TASK Stock Details TASK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,875	Closed	-$123K	–	1422
2023 Q3	$123K	Buy	+11,875	New	+$128K	﹤0.01%	1277

Other funds holding TASK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $111M AUM 7.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Joel Greenblatt's TASK Position: Q4 2023 in Review

Joel Greenblatt sold out of TaskUs (TASK) in Q4 2023, closing a stake of 11,875 shares — an estimated $123K sold.

Joel Greenblatt first reported a position in TASK in Q3 2023 and held it in 1 quarter. The position peaked at $123K in Q3 2023. 88 funds tracked by Wall St. Rank hold TASK as of Q4 2023.

Joel Greenblatt reported no remaining TaskUs position as of Q4 2023 after selling out during the quarter.
Joel Greenblatt sold 11,875 TaskUs shares in Q4 2023, an estimated $123K.
Joel Greenblatt first reported a position in TaskUs in Q3 2023 and held it in 1 quarter.
Joel Greenblatt's TaskUs position peaked at $123K in Q3 2023.
88 funds tracked by Wall St. Rank held TaskUs as of Q4 2023.

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