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Joel Greenblatt’s Twin Disc TWIN Stock Holding History

Joel Greenblatt’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-11,704
Closed -$387K – 1070
2014
Q2 		$387K Buy
11,704
+805
+7% +$24.3K ﹤0.01% 834
2014
Q1 		$287K Sell
10,899
-21,297
-66% -$527K ﹤0.01% 901
2013
Q4 		$834K Sell
32,196
-10,877
-25% -$287K 0.02% 665
2013
Q3 		$1.13M Sell
43,073
-598
-1% -$15.2K 0.04% 559
2013
Q2 		$1.03M Buy
+43,671
New +$1.02M 0.04% 521

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Joel Greenblatt's TWIN Position: Q3 2014 in Review

Joel Greenblatt sold out of Twin Disc (TWIN) in Q3 2014, closing a stake of 11,704 shares — an estimated $387K sold.

Joel Greenblatt first reported a position in TWIN in Q2 2013 and held it in 5 quarters. The position peaked at $1.13M in Q3 2013. 83 funds tracked by Wall St. Rank hold TWIN as of Q3 2014.

  • Joel Greenblatt reported no remaining Twin Disc position as of Q3 2014 after selling out during the quarter.
  • Joel Greenblatt sold 11,704 Twin Disc shares in Q3 2014, an estimated $387K.
  • Joel Greenblatt first reported a position in Twin Disc in Q2 2013 and held it in 5 quarters.
  • Joel Greenblatt's Twin Disc position peaked at $1.13M in Q3 2013.
  • 83 funds tracked by Wall St. Rank held Twin Disc as of Q3 2014.

Based on Gotham Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.