Joel Greenblatt's STT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 22,518 shares of State Street Corporation (STT) worth $2.91 M, representing 0.01% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 28 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 |
|---|---|---|---|---|
| Q4 2025 | +51 | Add 0.23% | 22,518 | $129.01 |
| Q3 2025 | +585 | Add 2.67% | 22,467 | $116.01 |
| Q2 2025 | +825 | Add 3.92% | 21,882 | $106.34 |
| Q1 2025 | +151 | Add 0.72% | 21,057 | $89.53 |
| Q4 2024 | +3,817 | Add 22.34% | 20,906 | $98.15 |
| Q3 2024 | +350 | Add 2.09% | 17,089 | $88.47 |
| Q2 2024 | +20 | Add 0.12% | 16,739 | $74.00 |
| Q1 2024 | -57 | Reduce 0.34% | 16,719 | $77.32 |
| Q4 2023 | -1,285 | Reduce 7.11% | 16,776 | $77.46 |
| Q3 2023 | -179 | Reduce 0.98% | 18,061 | $66.96 |
| Q2 2023 | -1,688 | Reduce 8.47% | 18,240 | $73.18 |
| Q1 2023 | -1,375 | Reduce 6.45% | 19,928 | $75.69 |
| Q4 2022 | -1,563 | Reduce 6.84% | 21,303 | $77.57 |
| Q3 2022 | +7,740 | Add 51.17% | 22,866 | $60.79 |
| Q2 2022 | +12,194 | Add 415.89% | 15,126 | $61.68 |
| Q1 2022 | +2,932 | New Buy | 2,932 | $86.97 |
| Q1 2020 | -5,190 | Sold Out | 0 | $0.00 |
| Q4 2019 | -11,423 | Reduce 68.76% | 5,190 | $79.19 |
| Q3 2019 | -80 | Reduce 0.48% | 16,613 | $59.17 |
| Q2 2019 | -89,433 | Reduce 84.27% | 16,693 | $56.07 |
| Q1 2019 | +4,170 | Add 4.09% | 106,126 | $65.81 |
| Q4 2018 | +101,956 | New Buy | 101,956 | $63.07 |
| Q3 2018 | -2,551 | Sold Out | 0 | $0.00 |
| Q2 2018 | -6,766 | Reduce 72.62% | 2,551 | $92.90 |
| Q1 2018 | +4,154 | Add 80.46% | 9,317 | $99.71 |
| Q4 2017 | +1,078 | Add 26.39% | 5,163 | $97.62 |
| Q3 2017 | +1,768 | Add 76.31% | 4,085 | $95.47 |
| Q2 2017 | +2,317 | New Buy | 2,317 | $89.77 |
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 28 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 Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 22,518 shares of State Street Corporation (STT), valued at approximately $2.91 M.
As of the Q4 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.