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Joel Greenblatt’s AVY Holdings & Trades

First Buy
Q2 2013
Duration Held
46 Quarters
Largest Add
Q4 2014
+147,201 Shares
Current Position
116,656 Shares
$21.22 M Value

Joel Greenblatt's AVY Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 116,656 shares of Avery Dennison Corporation (AVY) worth $21.22 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AVY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 147,201 shares. Largest reduction occurred in Q2 2014, reducing 148,940 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Avery Dennison Corporation (AVY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Avery Dennison Corporation (AVY) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -95,434 Reduce 45.00% 116,656 $181.88
Q3 2025 +81,098 Add 61.91% 212,090 $162.17
Q2 2025 +52,603 Add 67.11% 130,992 $175.47
Q1 2025 +46,926 Add 149.15% 78,389 $177.97
Q4 2024 -851 Reduce 2.63% 31,463 $187.13
Q3 2024 +6,754 Add 26.42% 32,314 $220.76
Q2 2024 +25,560 New Buy 25,560 $218.65
Q1 2024 -1,519 Sold Out 0 $0.00
Q4 2023 +1,519 New Buy 1,519 $202.16
Q1 2023 -2,238 Sold Out 0 $0.00
Q4 2022 -2,190 Reduce 49.46% 2,238 $181.00
Q3 2022 +4,428 New Buy 4,428 $162.60
Q2 2022 -5,032 Sold Out 0 $0.00
Q1 2022 -9,790 Reduce 66.05% 5,032 $173.89
Q4 2021 -7,509 Reduce 33.63% 14,822 $216.57
Q3 2021 +8,107 Add 57.00% 22,331 $207.20
Q2 2021 +11,635 Add 449.40% 14,224 $210.21
Q1 2021 -673 Reduce 20.63% 2,589 $183.47
Q4 2020 +3,262 New Buy 3,262 $155.12
Q3 2020 -12,940 Sold Out 0 $0.00
Q2 2020 -48,533 Reduce 78.95% 12,940 $114.06
Q1 2020 -5,409 Reduce 8.09% 61,473 $101.87
Q4 2019 +49,314 Add 280.70% 66,882 $130.83
Q3 2019 -17,121 Reduce 49.36% 17,568 $113.56
Q2 2019 -26,165 Reduce 43.00% 34,689 $115.69
Q1 2019 -7,314 Reduce 10.73% 60,854 $113.01
Q4 2018 +55,937 Add 457.34% 68,168 $89.84
Q3 2018 -10,018 Reduce 45.03% 12,231 $108.33
Q2 2018 -97,625 Reduce 81.44% 22,249 $102.12
Q1 2018 +112,498 Add 1525.19% 119,874 $106.25
Q4 2017 +7,376 New Buy 7,376 $114.83
Q1 2017 -6,545 Sold Out 0 $0.00
Q4 2016 -28,388 Reduce 81.26% 6,545 $70.28
Q3 2016 +34,933 New Buy 34,933 $77.78
Q2 2016 -3,200 Sold Out 0 $0.00
Q1 2016 -8,258 Reduce 72.07% 3,200 $72.19
Q4 2015 +6,362 Add 124.84% 11,458 $62.66
Q3 2015 +5,096 New Buy 5,096 $56.51
Q1 2015 -147,201 Sold Out 0 $0.00
Q4 2014 +147,201 New Buy 147,201 $51.88
Q3 2014 -8,931 Sold Out 0 $0.00
Q2 2014 -148,940 Reduce 94.34% 8,931 $51.28
Q1 2014 +65,290 Add 70.52% 157,871 $50.67
Q4 2013 -47,832 Reduce 34.07% 92,581 $50.19
Q3 2013 -5,776 Reduce 3.95% 140,413 $43.52
Q2 2013 +146,189 Add 0.00% 146,189 $42.76

Joel Greenblatt's Avery Dennison Corporation Investment FAQs

Joel Greenblatt first purchased Avery Dennison Corporation (AVY) in Q2 2013, acquiring 146,189 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 Avery Dennison Corporation (AVY) for 46 quarters since Q2 2013.

Joel Greenblatt's largest addition to Avery Dennison Corporation (AVY) was in Q4 2014, adding 147,201 shares worth $7.64 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 116,656 shares of Avery Dennison Corporation (AVY), valued at approximately $21.22 M.

As of the Q4 2025 filing, Avery Dennison Corporation (AVY) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Avery Dennison Corporation (AVY) was 212,090 shares, as reported at the end of Q3 2025.