Joel Greenblatt's AEIS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 11,244 shares of Advanced Energy Industries, Inc. (AEIS) worth $1.91 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AEIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 722,949 shares. Largest reduction occurred in Q2 2015, reducing 187,329 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Advanced Energy Industries (AEIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Energy Industries (AEIS) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +177,597 | Add 0.00% | 177,596 | $17.41 |
| Q3 2013 | -62,376 | Reduce 35.12% | 115,220 | $17.51 |
| Q4 2013 | -97,967 | Reduce 85.03% | 17,253 | $22.84 |
| Q1 2014 | +2,331 | Add 13.51% | 19,584 | $24.51 |
| Q2 2014 | -935 | Reduce 4.77% | 18,649 | $19.25 |
| Q3 2014 | +104,836 | Add 562.15% | 123,485 | $18.79 |
| Q4 2014 | +722,949 | Add 585.45% | 846,434 | $23.70 |
| Q1 2015 | -31,823 | Reduce 3.76% | 814,611 | $25.66 |
| Q2 2015 | -187,329 | Reduce 23.00% | 627,282 | $27.49 |
| Q3 2015 | -121,524 | Reduce 19.37% | 505,758 | $26.30 |
| Q4 2015 | -10,266 | Reduce 2.03% | 495,492 | $28.23 |
| Q1 2016 | -148,807 | Reduce 30.03% | 346,685 | $34.79 |
| Q2 2016 | -178,475 | Reduce 51.48% | 168,210 | $37.96 |
| Q3 2016 | -138,302 | Reduce 82.22% | 29,908 | $47.31 |
| Q4 2016 | -29,908 | Sold Out | 29,908 | $0.00 |
| Q1 2017 | +14,843 | New Buy | 14,843 | $68.58 |
| Q2 2017 | +121,774 | Add 820.41% | 136,617 | $64.69 |
| Q3 2017 | -19,529 | Reduce 14.29% | 117,088 | $80.76 |
| Q4 2017 | -84,348 | Reduce 72.04% | 32,740 | $67.47 |
| Q1 2018 | +61,269 | Add 187.14% | 94,009 | $63.90 |
| Q2 2018 | +18,511 | Add 19.69% | 112,520 | $58.09 |
| Q3 2018 | +51,215 | Add 45.52% | 163,735 | $51.65 |
| Q4 2018 | -93,672 | Reduce 57.21% | 70,063 | $42.93 |
| Q1 2019 | -57,504 | Reduce 82.07% | 12,559 | $49.69 |
| Q2 2019 | -12,559 | Sold Out | 12,559 | $0.00 |
| Q4 2020 | +2,224 | New Buy | 2,224 | $97.12 |
| Q1 2021 | +748 | Add 33.63% | 2,972 | $109.02 |
| Q2 2021 | -2,972 | Sold Out | 2,972 | $0.00 |
| Q1 2025 | +2,609 | New Buy | 2,609 | $95.31 |
| Q2 2025 | +11,615 | Add 445.19% | 14,224 | $132.50 |
| Q3 2025 | -2,980 | Reduce 20.95% | 11,244 | $170.14 |
Joel Greenblatt's Advanced Energy Industries Investment FAQs
Joel Greenblatt first purchased Advanced Energy Industries, Inc. (AEIS) in Q2 2013, acquiring 177,596 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Advanced Energy Industries, Inc. (AEIS) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Advanced Energy Industries, Inc. (AEIS) was in Q4 2014, adding 846,434 shares worth $20.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 11,244 shares of Advanced Energy Industries, Inc. (AEIS), valued at approximately $1.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Advanced Energy Industries, Inc. (AEIS) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Advanced Energy Industries, Inc. (AEIS) was 846,434 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.