Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Financial Institutions FISI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,813
Closed -$288K – 725
2022
Q4 		$288K Sell
11,813
-4,000
-25% -$98.4K ﹤0.01% 640
2022
Q3 		$381K Sell
15,813
-11,513
-42% -$299K ﹤0.01% 606
2022
Q2 		$711K Hold
27,326
– – ﹤0.01% 565
2022
Q1 		$823K Hold
27,326
– – ﹤0.01% 551
2021
Q4 		$869K Hold
27,326
– – ﹤0.01% 555
2021
Q3 		$838K Hold
27,326
– – ﹤0.01% 549
2021
Q2 		$820K Sell
27,326
-2,100
-7% -$65.6K ﹤0.01% 561
2021
Q1 		$891K Sell
29,426
-3,196
-10% -$86.3K ﹤0.01% 611
2020
Q4 		$734K Sell
32,622
-32,085
-50% -$622K ﹤0.01% 618
2020
Q3 		$996K Buy
64,707
+1,100
+2% +$18.1K 0.01% 515
2020
Q2 		$1.18M Sell
63,607
-13,100
-17% -$228K 0.01% 502
2020
Q1 		$1.39M Buy
76,707
+9,107
+13% +$244K 0.01% 455
2019
Q4 		$2.17M Buy
67,600
+3,000
+5% +$94.5K 0.01% 386
2019
Q3 		$1.95M Buy
64,600
+5,014
+8% +$147K 0.01% 437
2019
Q2 		$1.74M Sell
59,586
-200
-0.3% -$5.57K 0.01% 460
2019
Q1 		$1.63M Buy
+59,786
New +$1.68M 0.01% 422

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s FISI Position: Q1 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Financial Institutions (FISI) in Q1 2023, closing a stake of 11,813 shares — an estimated $288K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in FISI in Q1 2019 and held it in 16 quarters. The position peaked at $2.17M in Q4 2019. 103 funds tracked by Wall St. Rank hold FISI as of Q1 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Financial Institutions position as of Q1 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 11,813 Financial Institutions shares in Q1 2023, an estimated $288K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Financial Institutions in Q1 2019 and held it in 16 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Financial Institutions position peaked at $2.17M in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2023, filed 12 May 2023.