Grantham, Mayo, Van Otterloo & Co (GMO)’s GrafTech EAF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.86M Sell
2025
Q1
$9.85M Sell
2024
Q4
$31M Sell
2024
Q3
$27.1M Sell
2024
Q2
$22.1M Hold
2024
Q1
$31.4M Buy
2023
Q4
$44.7M Sell
2023
Q3
$88M Buy
2023
Q2
$103M Buy
2023
Q1
$89M Buy
2022
Q4
$71.5M Buy
2022
Q3
$45.7M Buy
2022
Q2
$58.8M Buy
2022
Q1
$70.7M Buy
2021
Q4
$72M Buy
2021
Q3
$60.6M Buy
2021
Q2
$60.4M Buy
2021
Q1
$47.1M Sell
2020
Q4
$42.9M Buy
2020
Q3
$23.3M Buy
2020
Q2
$12.1M Buy
2020
Q1
$7.63M Buy