GMO (Jeremy Grantham) — NTR Trade History
Quarter-by-quarter changes in the NUTRIEN LTD position · CUSIP 67077M108
Currently held · 6.3 YearsFirst seen: 2018 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 281,566 | -159,252 | -36.1% | $17.7M | 0.04% |
| 2026 Q1 | 2026-05-14 | Add | 440,818 | 88,477 | +25.1% | $33.2M | 0.09% |
| 2025 Q4 | 2026-02-17 | Reduce | 352,341 | -78,553 | -18.2% | $21.7M | 0.06% |
| 2025 Q3 | 2025-11-13 | Add | 430,894 | 82,525 | +23.7% | $25.3M | 0.07% |
| 2025 Q2 | 2025-08-13 | Reduce | 348,369 | -338,885 | -49.3% | $20.3M | 0.06% |
| 2025 Q1 | 2025-05-14 | Reduce | 687,254 | -229,307 | -25.0% | $34.1M | 0.11% |
| 2024 Q4 | 2025-02-13 | Reduce | 916,561 | -8,579 | -0.9% | $41.0M | 0.13% |
| 2024 Q3 | 2024-11-13 | Add | 925,140 | 464,959 | +101.0% | $44.5M | 0.14% |
| 2024 Q2 | 2024-08-13 | Add | 460,181 | 122,042 | +36.1% | $23.4M | 0.08% |
| 2024 Q1 | 2024-05-14 | Reduce | 338,139 | -88,849 | -20.8% | $18.4M | 0.07% |
| 2023 Q4 | 2024-02-13 | Reduce | 426,988 | -466,808 | -52.2% | $24.1M | 0.11% |
| 2023 Q3 | 2023-11-13 | Reduce | 893,796 | -21,500 | -2.3% | $55.3M | 0.26% |
| 2023 Q2 | 2023-08-14 | Add | 915,296 | 68,395 | +8.1% | $54.1M | 0.25% |
| 2023 Q1 | 2023-05-12 | Reduce | 846,901 | -78,700 | -8.5% | $62.5M | 0.32% |
| 2022 Q4 | 2023-02-13 | Reduce | 925,601 | -23,365 | -2.5% | $67.6M | 0.36% |
| 2022 Q3 | 2022-11-10 | Add | 948,966 | 58,915 | +6.6% | $79.2M | 0.46% |
| 2022 Q2 | 2022-08-12 | Reduce | 890,051 | -28,066 | -3.1% | $70.9M | 0.38% |
| 2022 Q1 | 2022-05-13 | Add | 918,117 | 432,603 | +89.1% | $95.4M | 0.46% |
| 2021 Q4 | 2022-02-11 | Add | 485,514 | 176,779 | +57.3% | $36.5M | 0.17% |
| 2021 Q3 | 2021-11-12 | Reduce | 308,735 | -18,969 | -5.8% | $20.0M | 0.10% |
| 2021 Q2 | 2021-08-12 | Reduce | 327,704 | -30,495 | -8.5% | $19.9M | 0.10% |
| 2021 Q1 | 2021-05-13 | Reduce | 358,199 | -1,900 | -0.5% | $19.3M | 0.10% |
| 2020 Q4 | 2021-02-12 | Reduce | 360,099 | -9,300 | -2.5% | $17.3M | 0.11% |
| 2020 Q3 | 2020-11-13 | Add | 369,399 | 59,500 | +19.2% | $14.5M | 0.10% |
| 2020 Q2 | 2020-08-13 | New | 309,899 | 309,899 | — | $9.9M | 0.07% |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | Sold out | — | -96,233 | -100.0% | — | — |
| 2018 Q4 | 2019-02-13 | Add | 96,233 | 600 | +0.6% | $4.5M | 0.04% |
| 2018 Q3 | 2018-11-14 | Add | 95,633 | 7,000 | +7.9% | $5.5M | 0.04% |
| 2018 Q2 | 2018-08-14 | Add | 88,633 | 33,900 | +61.9% | $4.8M | 0.03% |
| 2018 Q1 | 2018-05-15 | New | 54,733 | 54,733 | — | $2.6M | 0.02% |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 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.