Joel Greenblatt's STT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 22,467 shares of State Street Corporation (STT) worth $2.61 M, representing 0.01% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in STT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 101,956 shares. Largest reduction occurred in Q2 2019, reducing 89,433 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Corporation (STT) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Corporation (STT) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +2,317 | New Buy | 2,317 | $89.77 |
| Q3 2017 | +1,768 | Add 76.31% | 4,085 | $95.47 |
| Q4 2017 | +1,078 | Add 26.39% | 5,163 | $97.62 |
| Q1 2018 | +4,154 | Add 80.46% | 9,317 | $99.71 |
| Q2 2018 | -6,766 | Reduce 72.62% | 2,551 | $92.90 |
| Q3 2018 | -2,551 | Sold Out | 0 | $0.00 |
| Q4 2018 | +101,956 | New Buy | 101,956 | $63.07 |
| Q1 2019 | +4,170 | Add 4.09% | 106,126 | $65.81 |
| Q2 2019 | -89,433 | Reduce 84.27% | 16,693 | $56.07 |
| Q3 2019 | -80 | Reduce 0.48% | 16,613 | $59.17 |
| Q4 2019 | -11,423 | Reduce 68.76% | 5,190 | $79.19 |
| Q1 2020 | -5,190 | Sold Out | 0 | $0.00 |
| Q1 2022 | +2,932 | New Buy | 2,932 | $86.97 |
| Q2 2022 | +12,194 | Add 415.89% | 15,126 | $61.68 |
| Q3 2022 | +7,740 | Add 51.17% | 22,866 | $60.79 |
| Q4 2022 | -1,563 | Reduce 6.84% | 21,303 | $77.57 |
| Q1 2023 | -1,375 | Reduce 6.45% | 19,928 | $75.69 |
| Q2 2023 | -1,688 | Reduce 8.47% | 18,240 | $73.18 |
| Q3 2023 | -179 | Reduce 0.98% | 18,061 | $66.96 |
| Q4 2023 | -1,285 | Reduce 7.11% | 16,776 | $77.46 |
| Q1 2024 | -57 | Reduce 0.34% | 16,719 | $77.32 |
| Q2 2024 | +20 | Add 0.12% | 16,739 | $74.00 |
| Q3 2024 | +350 | Add 2.09% | 17,089 | $88.47 |
| Q4 2024 | +3,817 | Add 22.34% | 20,906 | $98.15 |
| Q1 2025 | +151 | Add 0.72% | 21,057 | $89.53 |
| Q2 2025 | +825 | Add 3.92% | 21,882 | $106.34 |
| Q3 2025 | +585 | Add 2.67% | 22,467 | $116.01 |
Joel Greenblatt's State Street Corporation Investment FAQs
Joel Greenblatt first purchased State Street Corporation (STT) in Q2 2017, acquiring 2,317 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 State Street Corporation (STT) for 27 quarters since Q2 2017.
Joel Greenblatt's largest addition to State Street Corporation (STT) was in Q4 2018, adding 101,956 shares worth $6.43 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 22,467 shares of State Street Corporation (STT), valued at approximately $2.61 M.
As of the Q3 2025 filing, State Street Corporation (STT) 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 State Street Corporation (STT) was 106,126 shares, as reported at the end of Q1 2019.