Jeremy Grantham Heritage Financial Corp Transaction History

Grantham, Mayo, Van Otterloo & Co. LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$21.11 - $30.6 $35,887 - $52,020	-1,700 Reduced 9.39%	16,400 $350,000
Q4 2022 Feb 13, 2023	BUY	$26.71 - $34.24 $483,451 - $619,744	18,100 New	18,100 $554,000
Q2 2021 Aug 12, 2021	SELL	$24.59 - $29.49 $418,030 - $501,330	-17,000 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$23.1 - $30.64 $411,180 - $545,392	-17,800 Reduced 51.15%	17,000 $480,000
Q4 2020 Feb 12, 2021	SELL	$18.28 - $25.34 $180,972 - $250,866	-9,900 Reduced 22.15%	34,800 $814,000
Q3 2020 Nov 13, 2020	BUY	$17.42 - $20.98 $778,674 - $937,806	44,700 New	44,700 $822,000

170

26.9M

700

1.7K

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $742M
Description
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...

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