Grantham, Mayo, Van Otterloo & Co (GMO)’s GrafTech EAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Sell |
602,781
-523,323
| -46% | -$5.09M | 0.02% | 273 |
|
|
2025
Q1 | $9.85M | Sell |
1,126,104
-666,784
| -37% | -$5.83M | 0.03% | 244 |
|
|
2024
Q4 | $31M | Sell |
1,792,888
-258,310
| -13% | -$4.47M | 0.1% | 133 |
|
|
2024
Q3 | $27.1M | Sell |
2,051,198
-226,095
| -10% | -$2.98M | 0.08% | 162 |
|
|
2024
Q2 | $22.1M | Hold |
2,277,293
| – | – | 0.07% | 174 |
|
|
2024
Q1 | $31.4M | Buy |
2,277,293
+236,173
| +12% | +$3.26M | 0.11% | 132 |
|
|
2023
Q4 | $44.7M | Sell |
2,041,120
-256,039
| -11% | -$5.61M | 0.2% | 94 |
|
|
2023
Q3 | $88M | Buy |
2,297,159
+261,848
| +13% | +$10M | 0.42% | 45 |
|
|
2023
Q2 | $103M | Buy |
2,035,311
+204,231
| +11% | +$10.3M | 0.47% | 41 |
|
|
2023
Q1 | $89M | Buy |
1,831,080
+329,799
| +22% | +$16M | 0.45% | 47 |
|
|
2022
Q4 | $71.5M | Buy |
1,501,281
+440,445
| +42% | +$21M | 0.38% | 49 |
|
|
2022
Q3 | $45.7M | Buy |
1,060,836
+229,797
| +28% | +$9.9M | 0.26% | 68 |
|
|
2022
Q2 | $58.8M | Buy |
831,039
+96,350
| +13% | +$6.81M | 0.32% | 60 |
|
|
2022
Q1 | $70.7M | Buy |
734,689
+126,171
| +21% | +$12.1M | 0.34% | 50 |
|
|
2021
Q4 | $72M | Buy |
608,518
+21,575
| +4% | +$2.55M | 0.35% | 51 |
|
|
2021
Q3 | $60.6M | Buy |
586,943
+67,444
| +13% | +$6.96M | 0.3% | 60 |
|
|
2021
Q2 | $60.4M | Buy |
519,499
+134,354
| +35% | +$15.6M | 0.3% | 67 |
|
|
2021
Q1 | $47.1M | Sell |
385,145
-17,732
| -4% | -$2.17M | 0.26% | 64 |
|
|
2020
Q4 | $42.9M | Buy |
402,877
+62,022
| +18% | +$6.61M | 0.26% | 58 |
|
|
2020
Q3 | $23.3M | Buy |
340,855
+189,062
| +125% | +$12.9M | 0.17% | 80 |
|
|
2020
Q2 | $12.1M | Buy |
151,793
+57,837
| +62% | +$4.62M | 0.09% | 136 |
|
|
2020
Q1 | $7.63M | Buy |
+93,956
| New | +$7.63M | 0.06% | 171 |
|