Jeremy Grantham Purchases in Q3 2024

Grantham, Mayo, Van Otterloo & Co. LLC

  • $31.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.16M
+ 66.06%
$253.74 - $291.56 $295M - $339M
2.92M $803M
META
Meta Platforms, Inc.

Communication Services
140K
+ 6.35%
$453.41 - $572.44 $63.5M - $80.2M
2.35M $1.34B
ORCL
Oracle Corp

Technology
325K
+ 5.7%
$125.9 - $170.35 $40.9M - $55.3M
6.02M $1.03B
AAPL
Apple Inc.

Technology
327K
+ 5.43%
$207.23 - $234.82 $67.7M - $76.7M
6.34M $1.48B
ABT
Abbott Laboratories

Healthcare
1.32M
+ 22.75%
$100.07 - $118.13 $132M - $156M
7.11M $811M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
851K
+ 108.86%
$201.82 - $234.36 $172M - $199M
1.63M $376M
ACN
Accenture PLC

Technology
152K
+ 7.5%
$295.44 - $355.81 $45.1M - $54.3M
2.19M $772M
ELV
Elevance Health, Inc.

Healthcare
335K
+ 24.8%
$500.12 - $562.29 $167M - $188M
1.68M $876M
JNJ
Johnson & Johnson

Healthcare
270K
+ 4.48%
$145.48 - $167.38 $39.2M - $45.1M
6.29M $1.02B
CI
Cigna Corp

Healthcare
299K
+ 26.6%
$319.12 - $367.1 $95.4M - $110M
1.42M $493M
ISRG
Intuitive Surgical Inc

Healthcare
73K
+ 5.13%
$416.14 - $494.01 $30.4M - $36.1M
1.5M $736M
CRM
Salesforce, Inc.

Technology
141K
+ 6.64%
$238.42 - $276.53 $33.5M - $38.9M
2.26M $618M
TJX
Tjx Companies Inc

Consumer Cyclical
280K
+ 5.18%
$107.93 - $120.23 $30.3M - $33.7M
5.69M $669M
OTIS
Otis Worldwide Corp

Industrials
257K
+ 5.31%
$91.43 - $104.43 $23.5M - $26.9M
5.1M $530M
STZ
Constellation Brands, Inc.

Consumer Defensive
237K
+ 16.04%
$236.42 - $259.82 $56.1M - $61.7M
1.72M $442M
TMO
Thermo Fisher Scientific Inc.

Healthcare
28.8K
+ 6.76%
$531.86 - $624.21 $15.3M - $18M
454K $281M
ALB
Albemarle Corp

Basic Materials
434K
+ 527.73%
$72.85 - $100.09 $31.6M - $43.4M
516K $48.9M
TXN
Texas Instruments Inc

Technology
206K
+ 5.11%
$194.6 - $194.6 $40.1M - $40.1M
4.25M $826M
VOD
Vodafone Group Public LTD CO

Communication Services
2.65M
+ 27.28%
$8.8 - $10.35 $23.3M - $27.4M
12.4M $124M
AGR
Avangrid, Inc.

Utilities
986K
New
$35.27 - $36.04 $34.8M - $35.5M
986K $35.3M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
699K
+ 28.79%
$33.88 - $42.82 $23.7M - $29.9M
3.13M $130M
IBP
Installed Building Products, Inc.

Consumer Cyclical
127K
New
$198.8 - $270.35 $25.3M - $34.4M
127K $31.4M
MSFT
Microsoft Corp

Technology
220K
+ 5.8%
$395.15 - $467.56 $86.7M - $103M
4M $1.72B
PG
Procter & Gamble CO

Consumer Defensive
154K
+ 79.3%
$160.76 - $177.82 $24.8M - $27.4M
348K $60.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
93.6K
New
$247.34 - $300.11 $23.1M - $28.1M
93.6K $27.9M
BAC
Bank Of America Corp

Financial Services
631K
+ 44.55%
$36.65 - $44.13 $23.1M - $27.8M
2.05M $81.3M
K
Kellogg CO

Consumer Defensive
304K
New
$56.19 - $80.81 $17.1M - $24.6M
304K $24.5M
ARMK
Aramark

Industrials
534K
+ 78.26%
$32.37 - $38.91 $17.3M - $20.8M
1.22M $47.1M
ON
On Semiconductor Corp

Technology
284K
+ 61.81%
$66.39 - $78.74 $18.9M - $22.4M
744K $54M
NTR
Nutrien Ltd.

Basic Materials
465K
+ 101.04%
$45.26 - $52.2 $21M - $24.3M
925K $44.5M
MGA
Magna International Inc

Consumer Cyclical
502K
+ 108.3%
$38.03 - $45.82 $19.1M - $23M
966K $39.6M
AVGO
Broadcom Inc.

Technology
204K
+ 1851.76%
$136.27 - $1745.86 $27.8M - $356M
215K $37.1M
SQ
Block, Inc.

Technology
259K
+ 303.12%
$57.21 - $72.07 $14.8M - $18.7M
344K $23.1M
BTI
British American Tobacco P.L.C.

Consumer Defensive
452K
New
$31.07 - $39.36 $14.1M - $17.8M
452K $16.5M
DGX
Quest Diagnostics Inc

Healthcare
114K
+ 5.36%
$137.09 - $137.09 $15.6M - $15.6M
2.24M $307M
OTEX
Open Text Corp

Technology
456K
+ 183.72%
$28.49 - $33.63 $13M - $15.3M
704K $23.4M
YPF
Ypf Sociedad Anonima

Energy
645K
+ 32.89%
$18.06 - $24.26 $11.7M - $15.7M
2.61M $55.3M
FCX
Freeport Mcmoran Inc

Basic Materials
287K
+ 30.67%
$39.52 - $51.92 $11.3M - $14.9M
1.22M $60.9M
LBRDK
Liberty Broadband Corp

Communication Services
83.1K
+ 20.76%
$52.66 - $78.14 $4.38M - $6.5M
484K $37.4M
SEDG
Solaredge Technologies, Inc.

Technology
973K
+ 29.16%
$17.85 - $31.65 $17.4M - $30.8M
4.31M $98.8M
EVRI
Everi Holdings Inc.

Consumer Cyclical
1.1M
New
$8.13 - $13.19 $8.93M - $14.5M
1.1M $14.4M
JNPR
Juniper Networks Inc

Technology
367K
New
$36.35 - $39.03 $13.4M - $14.3M
367K $14.3M
MRO
Marathon Oil Corp

Energy
590K
+ 69.18%
$25.87 - $29.26 $15.3M - $17.3M
1.44M $38.4M
ESGR
Enstar Group LTD

Financial Services
42.8K
New
$316.48 - $348.31 $13.5M - $14.9M
42.8K $13.7M
NEOG
Neogen Corp

Healthcare
714K
+ 50.73%
$14.73 - $17.71 $10.5M - $12.6M
2.12M $35.7M
AMED
Amedisys Inc

Healthcare
142K
New
$96.5 - $98.45 $13.7M - $13.9M
142K $13.7M
AY
Atlantica Sustainable Infrastructure PLC

Utilities
596K
+ 80.29%
$21.81 - $22.29 $13M - $13.3M
1.34M $29.4M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
400K
New
$26.71 - $39.42 $10.7M - $15.8M
400K $12.8M
ACLS
Axcelis Technologies Inc

Technology
215K
+ 76.51%
$96.98 - $155.02 $20.8M - $33.3M
496K $52M
Activity Summary
Buys All Purchases 307 New Holdings 97 Increased Positions 210 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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