GMO (Jeremy Grantham) — FSLR Trade History
Quarter-by-quarter changes in the FIRST SOLAR INC position · CUSIP 336433107
Currently held · 3.3 YearsFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 151,428 | 18,849 | +14.2% | $35.7M | 0.08% |
| 2026 Q1 | 2026-05-14 | Reduce | 132,579 | -2,388 | -1.8% | $26.2M | 0.07% |
| 2025 Q4 | 2026-02-17 | Reduce | 134,967 | -139,931 | -50.9% | $35.3M | 0.09% |
| 2025 Q3 | 2025-11-13 | Reduce | 274,898 | -119,569 | -30.3% | $60.6M | 0.17% |
| 2025 Q2 | 2025-08-13 | Add | 394,467 | 35,960 | +10.0% | $65.3M | 0.20% |
| 2025 Q1 | 2025-05-14 | Add | 358,507 | 90,991 | +34.0% | $45.3M | 0.14% |
| 2024 Q4 | 2025-02-13 | Reduce | 267,516 | -2,276 | -0.8% | $47.1M | 0.15% |
| 2024 Q3 | 2024-11-13 | Reduce | 269,792 | -10,983 | -3.9% | $67.3M | 0.21% |
| 2024 Q2 | 2024-08-13 | Reduce | 280,775 | -114,331 | -28.9% | $63.3M | 0.21% |
| 2024 Q1 | 2024-05-14 | Add | 395,106 | 98,177 | +33.1% | $66.7M | 0.24% |
| 2023 Q4 | 2024-02-13 | Add | 296,929 | 136,013 | +84.5% | $51.2M | 0.23% |
| 2023 Q3 | 2023-11-13 | Add | 160,916 | 63,639 | +65.4% | $26.0M | 0.12% |
| 2023 Q2 | 2023-08-14 | New | 97,277 | 97,277 | — | $18.5M | 0.09% |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | Sold out | — | -101,400 | -100.0% | — | — |
| 2022 Q3 | 2022-11-10 | Reduce | 101,400 | -86,900 | -46.1% | $13.4M | 0.08% |
| 2022 Q2 | 2022-08-12 | Add | 188,300 | 61,370 | +48.3% | $12.8M | 0.07% |
| 2022 Q1 | 2022-05-13 | New | 126,930 | 126,930 | — | $10.6M | 0.05% |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | Sold out | — | -48,780 | -100.0% | — | — |
| 2021 Q2 | 2021-08-12 | Reduce | 48,780 | -64,099 | -56.8% | $4.4M | 0.02% |
| 2021 Q1 | 2021-05-13 | Reduce | 112,879 | -28,696 | -20.3% | $9.9M | 0.05% |
| 2020 Q4 | 2021-02-12 | Reduce | 141,575 | -20,990 | -12.9% | $14.0M | 0.09% |
| 2020 Q3 | 2020-11-13 | Reduce | 162,565 | -40,694 | -20.0% | $10.8M | 0.08% |
| 2020 Q2 | 2020-08-13 | Add | 203,259 | 23,359 | +13.0% | $10.1M | 0.07% |
| 2020 Q1 | 2020-05-14 | Add | 179,900 | 48,300 | +36.7% | $6.5M | 0.05% |
| 2019 Q4 | 2020-02-13 | Add | 131,600 | 22,900 | +21.1% | $7.4M | 0.05% |
| 2019 Q3 | 2019-11-13 | Reduce | 108,700 | -78,300 | -41.9% | $6.3M | 0.04% |
| 2019 Q2 | 2019-08-13 | Reduce | 187,000 | -147,700 | -44.1% | $12.3M | 0.09% |
| 2019 Q1 | 2019-05-14 | Reduce | 334,700 | -10,000 | -2.9% | $17.7M | 0.13% |
| 2018 Q4 | 2019-02-13 | Add | 344,700 | 166,500 | +93.4% | $14.6M | 0.12% |
| 2018 Q3 | 2018-11-14 | Add | 178,200 | 16,900 | +10.5% | $8.6M | 0.06% |
| 2018 Q2 | 2018-08-14 | Add | 161,300 | 63,000 | +64.1% | $8.5M | 0.06% |
| 2018 Q1 | 2018-05-15 | Add | 98,300 | 37,700 | +62.2% | $7.0M | 0.04% |
| 2017 Q4 | 2018-02-14 | Add | 60,600 | 9,200 | +17.9% | $4.1M | 0.02% |
| 2017 Q3 | 2017-11-14 | Add | 51,400 | 11,900 | +30.1% | $2.4M | 0.01% |
| 2017 Q2 | 2017-08-14 | Add | 39,500 | 6,700 | +20.4% | $1.6M | 0.01% |
| 2017 Q1 | 2017-05-15 | Add | 32,800 | 1,100 | +3.5% | $889.0K | 0.01% |
| 2016 Q4 | 2017-02-13 | New | 31,700 | 31,700 | — | $1.0M | 0.01% |
| 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.