Jeremy Grantham Heritage Financial Corp.

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$31.3

Avg closing price
Price range
Jeremy Grantham Portfolio Stock Details (HFWA)

7 Jeremy Grantham Heritage Financial Trades

The first Heritage Financial trade was made in Q3 2020. Since then Jeremy Grantham bought shares one more times and sold shares on five occasions. The investor completely sold their stake between Q1 2023 and Q3 2023.

Avg closing price
Price range
Sold -16.4 Thousand shares Q3 2023
Avg closing price $17.44
Price range $16.05 - $19.14
Sold 9.4% shares (-1.7 Thousand shares) Q1 2023
Avg closing price $26.98
Price range $21.11 - $30.60
New holding (+18.1 Thousand shares) Q4 2022
Avg closing price $31.29
Price range $26.71 - $34.13
Sold -17 Thousand shares Q2 2021
Avg closing price $27.85
Price range $24.59 - $29.49
Sold 51.1% shares (-17.8 Thousand shares) Q1 2021
Avg closing price $26.20
Price range $23.10 - $30.64
Sold 22.1% shares (-9.9 Thousand shares) Q4 2020
Avg closing price $22.47
Price range $18.28 - $25.34
New holding (+44.7 Thousand shares) Q3 2020
Avg closing price $19.56
Price range $17.42 - $20.98
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