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  United Technologies Corp (UTX)
← All UTX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.68 SEC
2020   Q1 258,544 0.68 Reduce 25.19% 0.24 $94.33 $24,388,000 SEC
2019   Q4 345,600 0.95 Add 181.13% 0.61 $149.76 $51,757,000 SEC
2019   Q3 122,934 0.30 Add 450.26% 0.24 $136.52 $16,783,000 SEC
2019   Q2 22,341 0.05 Add 315.72% 0.04 $130.21 $2,909,000 SEC
2019   Q1 5,374 0.01 Reduce 98.93% 0.83 $128.95 $693,000 SEC
2018   Q4 500,967 0.83 Add 20.06% 0.14 $106.48 $53,343,000 SEC
2018   Q3 417,249 0.81 Add 600.89% 0.70 $139.81 $58,336,000 SEC
2018   Q2 59,531 0.11 Reduce 71.39% 0.26 $125.03 $7,443,000 SEC
2018   Q1 208,045 0.37 Add 129.87% 0.21 $125.82 $26,176,000 SEC
2017   Q4 90,507 0.17 Add 11.34% 0.02 $127.57 $11,546,000 SEC
2017   Q3 81,290 0.14 Buy 0.14 $116.08 $9,436,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.07 SEC
2017   Q1 46,017 0.07 Reduce 82.38% 0.31 $112.22 $5,164,000 SEC
2016   Q4 261,169 0.38 Add 134.46% 0.22 $109.62 $28,629,000 SEC
2016   Q3 111,391 0.15 Reduce 83.50% 0.71 $101.60 $11,317,000 SEC
2016   Q2 675,243 0.85 Reduce 21.42% 0.21 $102.55 $69,246,000 SEC
2016   Q1 859,283 0.98 Buy 0.98 $100.10 $86,014,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.03 SEC
2015   Q3 33,917 0.03 Reduce 87.98% 0.24 $88.98 $3,018,000 SEC
2015   Q2 282,166 0.27 Buy 0.27 $110.93 $31,301,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.01 SEC
2014   Q4 13,637 0.01 Add 105.84% <0.01 $114.98 $1,568,000 SEC
2014   Q3 6,625 <0.01 Reduce 62.53% 0.02 $105.66 $700,000 SEC
2014   Q2 17,683 0.03 Reduce 17.93% <0.01 $115.48 $2,042,000 SEC
2014   Q1 21,547 0.04 Add 41.41% 0.01 $116.86 $2,518,000 SEC
2013   Q4 15,237 0.04 Buy 0.04 $113.80 $1,734,000 SEC
2012   Q3 0 0.00 Sell 100.00% 0.06 SEC
2012   Q2 10,901 0.06 Add 58.70% 0.02 $75.50 $823,000 SEC
2012   Q1 6,869 0.05 Add 21.90% <0.01 $82.98 $570,000 SEC
2011   Q4 5,635 0.05 Add 0.11% <0.01 $73.11 $412,000 SEC
2011   Q3 5,629 0.07 Reduce 73.31% 0.21 $70.35 $396,000 SEC
2011   Q2 21,091 0.28 Add 582.34% 0.24 $88.52 $1,867,000 SEC
2011   Q1 3,091 0.09 Reduce 38.45% 0.05 $84.76 $262,000 SEC
2010   Q4 5,022 0.14 $78.65 $395,000 SEC