Average buy price is hidden here: this position was already held before our 13F history begins, so the opening cost is unknown and any average would understate it.
| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2022 | Exited | −2K | – | −100.0% | 0 | May 13, 2022 |
| Q4 2021 | Reduced | −4K | – | −62.3% | 2K | Feb 11, 2022 |
| Q3 2021 | Reduced | −726 | – | −10.7% | 6K | Nov 12, 2021 |
| Q2 2021 | Reduced | −22K | – | −76.5% | 7K | Aug 12, 2021 |
| Q1 2021 | First covered | – | – | – | 29K | May 13, 2021 |
Not currently. Jeremy Grantham fully exited UMBF in Q1 2022, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham held UMBF since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jeremy Grantham reduced and then fully exited UMBF by Q1 2022; 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 UMBF. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham began building the UMBF 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.
