Joel Greenblatt - Gotham Asset Management
Holding/activity history for Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
← All SMIG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 145,154 | 0.01 | Reduce 14.62% | <0.01 | $28.84–31.83 · VW $30.10i | $4,260,270 | SEC |
| 2025 Q4 | 170,000 | 0.02 | $28.80 | $4,896,000 | SEC | ||
| 2025 Q3 | 170,000 | 0.02 | Buy | 0.02 | $28.58–30.33 · VW $29.50i | $5,035,400 | SEC |
Price snapshot:
Current price$33.12
Avg. buy price$29.62
+/- since buy11.82%
52-week low$27.33
52-week high$33.33