Jeremy Grantham New Holdings in Q3 2024

Grantham, Mayo, Van Otterloo & Co. LLC

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

Basic Materials
21.1K
New
$50.15 - $55.41 $1.06M - $1.17M
21.1K $1.15M
NFLX
Netflix Inc

Communication Services
1.62K
New
$598.55 - $722.26 $969K - $1.17M
1.62K $1.15M
TMUS
T Mobile Us, Inc.

Communication Services
5.54K
New
$175.14 - $206.36 $971K - $1.14M
5.54K $1.14M
NEE
Nextera Energy Inc

Utilities
13.5K
New
$69.9 - $84.97 $946K - $1.15M
13.5K $1.14M
AMGN
Amgen Inc

Healthcare
3.51K
New
$309.38 - $337.38 $1.09M - $1.18M
3.51K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
11.6K
New
$72.51 - $98.6 $838K - $1.14M
11.6K $1.13M
DUK
Duke Energy Corp

Utilities
9.73K
New
$99.35 - $117.71 $966K - $1.14M
9.73K $1.12M
LMT
Lockheed Martin Corp

Industrials
1.92K
New
$460.3 - $584.56 $883K - $1.12M
1.92K $1.12M
SPG
Simon Property Group Inc

Real Estate
6.55K
New
$146.09 - $170.11 $957K - $1.11M
6.55K $1.11M
INTU
Intuit Inc

Technology
1.78K
New
$602.97 - $670.49 $1.07M - $1.19M
1.78K $1.1M
AIG
American International Group, Inc.

Financial Services
15K
New
$70.16 - $79.23 $1.05M - $1.19M
15K $1.1M
SO
Southern CO

Utilities
12.1K
New
$77.0 - $90.52 $934K - $1.1M
12.1K $1.09M
SEE
Sealed Air Corp

Consumer Cyclical
30.1K
New
$32.27 - $38.05 $971K - $1.14M
30.1K $1.09M
AMT
American Tower Corp

Real Estate
4.67K
New
$192.27 - $242.73 $898K - $1.13M
4.67K $1.09M
BA
Boeing CO

Industrials
7.06K
New
$152.04 - $190.6 $1.07M - $1.35M
7.06K $1.07M
ADBE
Adobe Inc.

Technology
2.07K
New
$508.13 - $586.55 $1.05M - $1.21M
2.07K $1.07M
CNXC
Concentrix Corp

Technology
20.9K
New
$51.25 - $75.58 $1.07M - $1.58M
20.9K $1.07M
GD
General Dynamics Corp

Industrials
3.51K
New
$279.51 - $308.09 $981K - $1.08M
3.51K $1.06M
ALV
Autoliv Inc

Consumer Cyclical
10.2K
New
$89.98 - $111.1 $920K - $1.14M
10.2K $954K
PM
Philip Morris International Inc.

Consumer Defensive
7.63K
New
$101.25 - $127.45 $773K - $973K
7.63K $926K
DOX
Amdocs LTD

Technology
9.55K
New
$78.13 - $87.85 $746K - $839K
9.55K $835K
TFC
Truist Financial Corp

Financial Services
19.5K
New
$38.22 - $44.94 $745K - $876K
19.5K $832K
NSC
Norfolk Southern Corp

Industrials
2.81K
New
$213.75 - $259.69 $601K - $730K
2.81K $698K
ASML
Asml Holding Nv

Technology
757
New
$749.82 - $1098.95 $568K - $832K
757 $630K
TEX
Terex Corp

Industrials
9.83K
New
$49.81 - $66.76 $490K - $657K
9.83K $520K
PAGS
Pag Seguro Digital Ltd.

Technology
59.7K
New
$8.61 - $14.6 $514K - $871K
59.7K $513K
LNC
Lincoln National Corp

Financial Services
14.6K
New
$28.71 - $34.05 $419K - $497K
14.6K $459K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.53K
New
$271.23 - $308.75 $414K - $471K
1.53K $441K
BRO
Brown & Brown, Inc.

Financial Services
3.91K
New
$89.11 - $105.82 $348K - $414K
3.91K $404K
PRU
Prudential Financial Inc

Financial Services
3.29K
New
$105.53 - $127.32 $347K - $419K
3.29K $398K
EPR
Epr Properties

Real Estate
7.69K
New
$41.26 - $49.58 $317K - $381K
7.69K $377K
AEP
American Electric Power CO Inc

Utilities
2.76K
New
$87.11 - $104.95 $241K - $290K
2.76K $283K
NMRK
Newmark Group, Inc.

Real Estate
17.3K
New
$9.84 - $15.9 $171K - $276K
17.3K $269K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.86K
New
$107.56 - $136.78 $200K - $254K
1.86K $249K
ABM
Abm Industries Inc

Industrials
4.63K
New
$48.97 - $57.15 $226K - $264K
4.63K $244K
JLL
Jones Lang Lasalle Inc

Real Estate
893
New
$198.7 - $272.0 $177K - $243K
893 $241K
SCI
Service Corp International

Consumer Cyclical
2.93K
New
$69.55 - $80.63 $204K - $236K
2.93K $231K
THFF
First Financial Corp

Financial Services
4.95K
New
$35.62 - $46.32 $176K - $229K
4.95K $217K
IBOC
International Bancshares Corp

Financial Services
3.61K
New
$56.19 - $69.25 $203K - $250K
3.61K $215K
VGR
Vector Group LTD

Consumer Defensive
12.5K
New
$10.5 - $15.17 $131K - $190K
12.5K $186K
IMMR
Immersion Corp

Technology
12.4K
New
$8.49 - $13.51 $105K - $167K
12.4K $110K
Te Connectivity PLC
89.8K
New
N/A
89.8K $0
Ferguson Enterprises Inc
5.15K
New
N/A
5.15K $0
Linde PLC
2.53K
New
N/A
2.53K $0
Viper Energy Inc
95.4K
New
N/A
95.4K $0
Bw Lpg LTD
398K
New
N/A
398K $0
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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