Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Aegon Ltd. (AEG)
← All AEG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 21,727 <0.01 $7.26 $157,738 SEC
2025   Q4 21,727 <0.01 $7.71 $167,515 SEC
2025   Q3 21,727 <0.01 Add 8.46% <0.01 $7.27–8.15 · VW $7.81i $173,599 SEC
2025   Q2 20,032 <0.01 Add 1.92% $6.64–8.10 · VW $7.51i $145,032 SEC
2025   Q1 19,654 <0.01 Buy <0.01 $5.42–7.21 · VW $6.61i $129,520 SEC
Price snapshot:
Current price$8.75
Avg. buy price$6.71
+/- since buy30.39%
52-week low$6.56
52-week high$8.83