GMO (Jeremy Grantham) — ADM Trade History
Quarter-by-quarter changes in the ARCHER DANIELS MIDLAND CO position · CUSIP 039483102
Currently held · 3.5 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 91,761 | 11,310 | +14.1% | $7.0M | 0.02% |
| 2026 Q1 | 2026-05-14 | Add | 80,451 | 12,359 | +18.2% | $5.8M | 0.01% |
| 2025 Q4 | 2026-02-17 | Reduce | 68,092 | -15 | -0.0% | $3.9M | 0.01% |
| 2025 Q3 | 2025-11-13 | Add | 68,107 | 7,237 | +11.9% | $4.1M | 0.01% |
| 2025 Q2 | 2025-08-13 | Reduce | 60,870 | -282,719 | -82.3% | $3.2M | 0.01% |
| 2025 Q1 | 2025-05-14 | Add | 343,589 | 13,076 | +4.0% | $16.5M | 0.05% |
| 2024 Q4 | 2025-02-13 | Reduce | 330,513 | -9,168 | -2.7% | $16.7M | 0.05% |
| 2024 Q3 | 2024-11-13 | Reduce | 339,681 | -7,565 | -2.2% | $20.3M | 0.06% |
| 2024 Q2 | 2024-08-13 | Add | 347,246 | 68,399 | +24.5% | $21.0M | 0.07% |
| 2024 Q1 | 2024-05-14 | Add | 278,847 | 79,588 | +39.9% | $17.5M | 0.06% |
| 2023 Q4 | 2024-02-13 | Add | 199,259 | 21,132 | +11.9% | $14.4M | 0.06% |
| 2023 Q3 | 2023-11-13 | Add | 178,127 | 48,912 | +37.9% | $13.4M | 0.06% |
| 2023 Q2 | 2023-08-14 | Add | 129,215 | 72,615 | +128.3% | $9.8M | 0.04% |
| 2023 Q1 | 2023-05-12 | New | 56,600 | 56,600 | — | $4.5M | 0.02% |
| 2022 Q4 | 2023-02-13 | Sold out | — | -14,175 | -100.0% | — | — |
| 2022 Q3 | 2022-11-10 | Add | 14,175 | 6,000 | +73.4% | $1.1M | 0.01% |
| 2022 Q2 | 2022-08-12 | Reduce | 8,175 | -48,150 | -85.5% | $634.0K | 0.00% |
| 2022 Q1 | 2022-05-13 | Reduce | 56,325 | -69,500 | -55.2% | $5.1M | 0.03% |
| 2021 Q4 | 2022-02-11 | Reduce | 125,825 | -98,109 | -43.8% | $8.5M | 0.04% |
| 2021 Q3 | 2021-11-12 | Add | 223,934 | 10,091 | +4.7% | $13.4M | 0.07% |
| 2021 Q2 | 2021-08-12 | Add | 213,843 | 158,846 | +288.8% | $13.0M | 0.07% |
| 2021 Q1 | 2021-05-13 | Add | 54,997 | 46,200 | +525.2% | $3.1M | 0.02% |
| 2020 Q4 | 2021-02-12 | Hold | 8,797 | — | 0.0% | $443.0K | 0.00% |
| 2020 Q3 | 2020-11-13 | New | 8,797 | 8,797 | — | $409.0K | 0.00% |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | Sold out | — | -150,546 | -100.0% | — | — |
| 2019 Q2 | 2019-08-13 | Reduce | 150,546 | -249,724 | -62.4% | $6.1M | 0.04% |
| 2019 Q1 | 2019-05-14 | Reduce | 400,270 | -86,600 | -17.8% | $17.3M | 0.12% |
| 2018 Q4 | 2019-02-13 | Add | 486,870 | 105,500 | +27.7% | $19.9M | 0.16% |
| 2018 Q3 | 2018-11-14 | Add | 381,370 | 264,500 | +226.3% | $19.2M | 0.13% |
| 2018 Q2 | 2018-08-14 | New | 116,870 | 116,870 | — | $5.4M | 0.04% |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | Sold out | — | -8,700 | -100.0% | — | — |
| 2017 Q2 | 2017-08-14 | Add | 8,700 | 200 | +2.4% | $360.0K | 0.00% |
| 2017 Q1 | 2017-05-15 | New | 8,500 | 8,500 | — | $391.0K | 0.00% |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.