GMO (Jeremy Grantham) — HSBC Trade History

Quarter-by-quarter changes in the HSBC HLDGS PLC position · CUSIP 404280406
Currently held · 4.3 YearsFirst seen: 2016 Q3
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-13Reduce50,202-5,188-9.4%$4.8M0.01%
2026 Q12026-05-14Reduce55,390-43,259-43.9%$4.6M0.01%
2025 Q42026-02-17Reduce98,649-237,097-70.6%$7.8M0.02%
2025 Q32025-11-13Add335,74629,631+9.7%$23.8M0.07%
2025 Q22025-08-13Reduce306,115-19,961-6.1%$18.6M0.06%
2025 Q12025-05-14Add326,07628,668+9.6%$18.7M0.06%
2024 Q42025-02-13Reduce297,408-38,485-11.5%$14.7M0.05%
2024 Q32024-11-13Reduce335,893-158,257-32.0%$15.2M0.05%
2024 Q22024-08-13Reduce494,150-510,224-50.8%$21.5M0.07%
2024 Q12024-05-14Reduce1,004,374-181,940-15.3%$39.5M0.14%
2023 Q42024-02-13Add1,186,314343,450+40.7%$48.1M0.21%
2023 Q32023-11-13Add842,864527,677+167.4%$33.3M0.16%
2023 Q22023-08-14Add315,18791,487+40.9%$12.5M0.06%
2023 Q12023-05-12Add223,70079,500+55.1%$7.6M0.04%
2022 Q42023-02-13Add144,20073,900+105.1%$4.5M0.02%
2022 Q32022-11-10Add70,30010,100+16.8%$1.8M0.01%
2022 Q22022-08-12New60,20060,200$2.0M0.01%
2022 Q12022-05-13
2021 Q42022-02-11
2021 Q32021-11-12
2021 Q22021-08-12
2021 Q12021-05-13
2020 Q42021-02-12
2020 Q32020-11-13
2020 Q22020-08-13
2020 Q12020-05-14Sold out-25,800-100.0%
2019 Q42020-02-13Reduce25,800-31,200-54.7%$1.0M0.01%
2019 Q32019-11-13Reduce57,000-143,100-71.5%$2.2M0.01%
2019 Q22019-08-13Reduce200,100-80,400-28.7%$8.4M0.06%
2019 Q12019-05-14Reduce280,500-92,700-24.8%$11.4M0.08%
2018 Q42019-02-13Add373,20091,600+32.5%$15.3M0.12%
2018 Q32018-11-14Add281,60058,700+26.3%$12.4M0.08%
2018 Q22018-08-14Add222,900144,000+182.5%$10.5M0.07%
2018 Q12018-05-15Reduce78,900-2,900-3.5%$3.8M0.02%
2017 Q42018-02-14Add81,80050,700+163.0%$4.2M0.03%
2017 Q32017-11-14Hold31,1000.0%$1.5M0.01%
2017 Q22017-08-14Reduce31,100-55,300-64.0%$1.4M0.01%
2017 Q12017-05-15Reduce86,400-28,400-24.7%$3.5M0.02%
2016 Q42017-02-13Reduce114,800-122,800-51.7%$4.6M0.03%
2016 Q32016-11-10New237,600237,600$8.9M0.04%

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.