Grantham, Mayo, Van Otterloo & Co (GMO)’s FirstEnergy FE Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-849,164	Closed	-$26M	–	872
2020 Q4	$26M	Buy	849,164 +327,459	+63%	+$9.81M	0.16%	84
2020 Q3	$15M	Buy	+521,705	New	+$16.4M	0.11%	117
2018 Q1	–	Sell	-254,900	Closed	-$7.8M	–	592
2017 Q4	$7.8M	Sell	254,900 -131,300	-34%	-$4.27M	0.05%	187
2017 Q3	$11.9M	Sell	386,200 -58,000	-13%	-$1.83M	0.07%	152
2017 Q2	$13M	Buy	+444,200	New	+$13.2M	0.07%	158
2014 Q1	–	Sell	-24,500	Closed	-$808K	–	586
2013 Q4	$808K	Buy	24,500 +8,500	+53%	+$299K	﹤0.01%	481
2013 Q3	$583K	Buy	+16,000	New	+$601K	﹤0.01%	529

Other funds holding FE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s FE Position: Q1 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of FirstEnergy (FE) in Q1 2021, closing a stake of 849,164 shares — an estimated $26M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in FE in Q3 2013 and held it in 7 quarters. The position peaked at $26M in Q4 2020. 630 funds tracked by Wall St. Rank hold FE as of Q1 2021.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining FirstEnergy position as of Q1 2021 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 849,164 FirstEnergy shares in Q1 2021, an estimated $26M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in FirstEnergy in Q3 2013 and held it in 7 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s FirstEnergy position peaked at $26M in Q4 2020.
630 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2021, filed 13 May 2021.