Joel Greenblatt's AEIS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 7,656 shares of Advanced Energy Industries, Inc. (AEIS) worth $2.47 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AEIS, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2,722 | Reduce 26.23% | 7,656 | $322.71 |
| Q4 2025 | -866 | Reduce 7.70% | 10,378 | $209.37 |
| Q3 2025 | -2,980 | Reduce 20.95% | 11,244 | $170.14 |
| Q2 2025 | +11,615 | Add 445.19% | 14,224 | $132.50 |
| Q1 2025 | +2,609 | New Buy | 2,609 | $95.31 |
| Q2 2021 | -2,972 | Sold Out | 0 | $0.00 |
| Q1 2021 | +748 | Add 33.63% | 2,972 | $109.02 |
| Q4 2020 | +2,224 | New Buy | 2,224 | $97.12 |
| Q2 2019 | -12,559 | Sold Out | 0 | $0.00 |
| Q1 2019 | -57,504 | Reduce 82.07% | 12,559 | $49.69 |
| Q4 2018 | -93,672 | Reduce 57.21% | 70,063 | $42.93 |
| Q3 2018 | +51,215 | Add 45.52% | 163,735 | $51.65 |
| Q2 2018 | +18,511 | Add 19.69% | 112,520 | $58.09 |
| Q1 2018 | +61,269 | Add 187.14% | 94,009 | $63.90 |
| Q4 2017 | -84,348 | Reduce 72.04% | 32,740 | $67.47 |
| Q3 2017 | -19,529 | Reduce 14.29% | 117,088 | $80.76 |
| Q2 2017 | +121,774 | Add 820.41% | 136,617 | $64.69 |
| Q1 2017 | +14,843 | New Buy | 14,843 | $68.58 |
| Q4 2016 | -29,908 | Sold Out | 0 | $0.00 |
| Q3 2016 | -138,302 | Reduce 82.22% | 29,908 | $47.31 |
| Q2 2016 | -178,475 | Reduce 51.48% | 168,210 | $37.96 |
| Q1 2016 | -148,807 | Reduce 30.03% | 346,685 | $34.79 |
| Q4 2015 | -10,266 | Reduce 2.03% | 495,492 | $28.23 |
| Q3 2015 | -121,524 | Reduce 19.37% | 505,758 | $26.30 |
| Q2 2015 | -187,329 | Reduce 23.00% | 627,282 | $27.49 |
| Q1 2015 | -31,823 | Reduce 3.76% | 814,611 | $25.66 |
| Q4 2014 | +722,949 | Add 585.45% | 846,434 | $23.70 |
| Q3 2014 | +104,836 | Add 562.15% | 123,485 | $18.79 |
| Q2 2014 | -935 | Reduce 4.77% | 18,649 | $19.25 |
| Q1 2014 | +2,331 | Add 13.51% | 19,584 | $24.51 |
| Q4 2013 | -97,967 | Reduce 85.03% | 17,253 | $22.84 |
| Q3 2013 | -62,376 | Reduce 35.12% | 115,220 | $17.51 |
| Q2 2013 | +177,596 | Add 0.00% | 177,596 | $17.41 |
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 33 quarters since Q2 2013.
Joel Greenblatt's largest addition to Advanced Energy Industries, Inc. (AEIS) was in Q4 2014, adding 846,434 shares worth $20.06 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 7,656 shares of Advanced Energy Industries, Inc. (AEIS), valued at approximately $2.47 M.
As of the Q1 2026 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.
Joel Greenblatt's peak holding in Advanced Energy Industries, Inc. (AEIS) was 846,434 shares, as reported at the end of Q4 2014.