Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.
| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q4 2023 | Exited | −122K | – | −100.0% | 0 | Feb 13, 2024 |
No change · Q2–Q3 2023 (2 quarters)
|
No change | – | – | – | 122K | – |
| Q1 2023 | Added | +6K | – | +5.1% | 122K | May 12, 2023 |
| Q4 2022 | Unchanged | – | – | – | 116K | Feb 13, 2023 |
| Q3 2022 | New | +116K | – | – | 116K | Nov 10, 2022 |
Not currently. Jeremy Grantham fully exited HEI-A in Q4 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham first disclosed a HEI-A position in Q3 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jeremy Grantham reduced and then fully exited HEI-A by Q4 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Jeremy Grantham has exited HEI-A. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham began building the HEI-A position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
