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  Ameriprise Financial, Inc. (AMP)
← All AMP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,364 <0.01 Add 16.63% <0.01 $430.00–550.18 · VW $483.70i $1,050,562 SEC
2025   Q4 2,027 <0.01 Add 3.68% <0.01 $431.13–507.00 · VW $467.45i $993,919 SEC
2025   Q3 1,955 <0.01 Add 2.20% <0.01 $482.41–548.47 · VW $508.80i $960,394 SEC
2025   Q2 1,913 <0.01 Reduce 0.05% $396.14–534.34 · VW $488.52i $1,021,025 SEC
2025   Q1 1,914 <0.01 Add 1.59% <0.01 $468.77–582.05 · VW $525.40i $926,587 SEC
2024   Q4 1,884 <0.01 Add 10.56% <0.01 $466.00–577.00 · VW $531.84i $1,003,098 SEC
2024   Q3 1,704 <0.01 Add 9.16% <0.01 $385.74–471.57 · VW $436.77i $800,556 SEC
2024   Q2 1,561 <0.01 Add 27.85% <0.01 $401.69–446.32 · VW $425.48i $666,844 SEC
2024   Q1 1,221 <0.01 Add 3.30% <0.01 $368.41–440.64 · VW $403.72i $535,335 SEC
2023   Q4 1,182 <0.01 Add 7.85% <0.01 $306.63–383.78 · VW $342.61i $448,959 SEC
2023   Q3 1,096 <0.01 Add 12.30% <0.01 $325.06–358.02 · VW $339.82i $361,329 SEC
2023   Q2 976 <0.01 Reduce 9.71% <0.01 $279.85–334.66 · VW $307.07i $324,188 SEC
2023   Q1 1,081 <0.01 Reduce 4.00% <0.01 $275.09–357.46 · VW $324.61i $331,327 SEC
2022   Q4 1,126 <0.01 Add 37.82% <0.01 $251.60–339.41 · VW $310.39i $350,603 SEC
2022   Q3 817 <0.01 Buy <0.01 $219.99–292.99 · VW $263.88i $206,000 SEC
2022   Q2 0 0.00 Sell 100.00% 0.02 $231.54–305.62 · VW $265.51i SEC
2022   Q1 2,066 0.02 Reduce 57.83% 0.03 $258.17–332.37 · VW $299.70i $621,000 SEC
2021   Q4 4,899 0.05 Reduce 4.19% <0.01 $262.89–312.15 · VW $294.75i $1,478,000 SEC
2021   Q3 5,113 0.05 Reduce 37.54% 0.03 $236.55–279.00 · VW $261.41i $1,350,000 SEC
2021   Q2 8,186 0.09 Add 126.88% 0.05 $232.69–269.29 · VW $253.46i $2,037,000 SEC
2021   Q1 3,608 0.04 Buy 0.04 $185.71–236.44 · VW $217.10i $839,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.02 $80.01–180.85 · VW $134.03i SEC
2019   Q4 4,899 0.02 Add 9.52% <0.01 $129.01–169.74 · VW $155.75i $816,000 SEC
2019   Q3 4,473 0.01 Add 139.33% <0.01 $121.57–151.94 · VW $138.95i $658,000 SEC
2019   Q2 1,869 <0.01 Buy <0.01 $129.58–153.91 · VW $143.03i $271,000 SEC
2019   Q1 0 0.00 Sell 100.00% <0.01 $102.79–136.01 · VW $125.58i SEC
2018   Q4 4,397 <0.01 Buy <0.01 $95.69–153.15 · VW $124.05i $459,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $76.00–105.47 · VW $88.94i SEC
2015   Q4 1,953 <0.01 Add 1.72% $100.08–120.29 · VW $111.12i $208,000 SEC
2015   Q3 1,920 <0.01 Add 2.51% <0.01 $95.52–129.22 · VW $115.33i $210,000 SEC
2015   Q2 1,873 <0.01 Buy <0.01 $120.83–131.76 · VW $126.00i $234,000 SEC
Price snapshot:
Current price$518.23
Avg. buy price$372.00
+/- since buy39.31%
52-week low$420.83
52-week high$546.56