Joel Greenblatt's AMP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1,955 shares of Ameriprise Financial, Inc. (AMP) worth $960,394, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AMP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2021, adding 4,578 shares. Largest reduction occurred in Q3 2021, reducing 3,073 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Ameriprise Financial (AMP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ameriprise Financial (AMP) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +1,873 | New Buy | 1,873 | $124.93 |
| Q3 2015 | +47 | Add 2.51% | 1,920 | $109.38 |
| Q4 2015 | +33 | Add 1.72% | 1,953 | $106.50 |
| Q1 2016 | -1,953 | Sold Out | 1,953 | $0.00 |
| Q4 2018 | +4,397 | New Buy | 4,397 | $104.39 |
| Q1 2019 | -4,397 | Sold Out | 4,397 | $0.00 |
| Q2 2019 | +1,869 | New Buy | 1,869 | $145.00 |
| Q3 2019 | +2,604 | Add 139.33% | 4,473 | $147.10 |
| Q4 2019 | +426 | Add 9.52% | 4,899 | $166.56 |
| Q1 2020 | -4,899 | Sold Out | 4,899 | $0.00 |
| Q1 2021 | +3,608 | New Buy | 3,608 | $232.54 |
| Q2 2021 | +4,578 | Add 126.88% | 8,186 | $248.84 |
| Q3 2021 | -3,073 | Reduce 37.54% | 5,113 | $264.03 |
| Q4 2021 | -214 | Reduce 4.19% | 4,899 | $301.69 |
| Q1 2022 | -2,833 | Reduce 57.83% | 2,066 | $300.58 |
| Q2 2022 | -2,066 | Sold Out | 2,066 | $0.00 |
| Q3 2022 | +817 | New Buy | 817 | $252.14 |
| Q4 2022 | +309 | Add 37.82% | 1,126 | $311.37 |
| Q1 2023 | -45 | Reduce 4.00% | 1,081 | $306.50 |
| Q2 2023 | -105 | Reduce 9.71% | 976 | $332.16 |
| Q3 2023 | +120 | Add 12.30% | 1,096 | $329.68 |
| Q4 2023 | +86 | Add 7.85% | 1,182 | $379.83 |
| Q1 2024 | +39 | Add 3.30% | 1,221 | $438.44 |
| Q2 2024 | +340 | Add 27.85% | 1,561 | $427.19 |
| Q3 2024 | +143 | Add 9.16% | 1,704 | $469.81 |
| Q4 2024 | +180 | Add 10.56% | 1,884 | $532.43 |
| Q1 2025 | +30 | Add 1.59% | 1,914 | $484.11 |
| Q2 2025 | -1 | Reduce 0.05% | 1,913 | $533.73 |
| Q3 2025 | +42 | Add 2.20% | 1,955 | $491.25 |
Joel Greenblatt's Ameriprise Financial Investment FAQs
Joel Greenblatt first purchased Ameriprise Financial, Inc. (AMP) in Q2 2015, acquiring 1,873 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 Ameriprise Financial, Inc. (AMP) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Ameriprise Financial, Inc. (AMP) was in Q2 2021, adding 8,186 shares worth $2.04 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 1,955 shares of Ameriprise Financial, Inc. (AMP), valued at approximately $960,394. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ameriprise Financial, Inc. (AMP) represents approximately 0.00% 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 Ameriprise Financial, Inc. (AMP) was 8,186 shares, as reported at the end of Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.