Current Value of Holding

$1.87 Million

Shares

36 Thousand

% of Portfolio

0.01%

Average Buy Price

$55.5

Avg closing price
Price range

38 Jeremy Grantham Universal Trades

Jeremy Grantham's position in Universal is currently worth $1.87 Million. That's 0.01% of their equity portfolio (345th largest holding). The first Universal trade was made in Q1 2013. Since then Jeremy Grantham bought shares sixteen more times and sold shares on 21 occasions. The investor's estimated purchase price is $2 Million, resulting in a loss of 6.6%.

Avg closing price
Price range
Sold 24.0% shares (-11.4 Thousand shares) Q4 2023
Avg closing price $53.56
Price range $44.52 - $67.32
Sold 49.9% shares (-47.1 Thousand shares) Q3 2023
Avg closing price $48.30
Price range $45.87 - $50.58
Sold 8.0% shares (-8.24 Thousand shares) Q2 2023
Avg closing price $52.57
Price range $49.78 - $54.89
Sold 3.6% shares (-3.8 Thousand shares) Q1 2023
Avg closing price $52.49
Price range $50.09 - $55.24
Sold 16.0% shares (-20.2 Thousand shares) Q4 2022
Avg closing price $52.02
Price range $44.02 - $57.39
Sold 38.6% shares (-79.7 Thousand shares) Q3 2022
Avg closing price $52.36
Price range $46.04 - $60.81
Sold 0.4% shares (-900 shares) Q2 2022
Avg closing price $59.65
Price range $55.84 - $63.73
Sold 0.9% shares (-1.92 Thousand shares) Q1 2022
Avg closing price $55.05
Price range $50.15 - $58.07
Sold 0.0% shares (-76 shares) Q4 2021
Avg closing price $49.84
Price range $46.57 - $54.92
Increased shares by 13.4% (+24.7 Thousand shares) Q3 2021
Avg closing price $50.75
Price range $47.28 - $57.25
Sold 7.1% shares (-14.2 Thousand shares) Q2 2021
Avg closing price $57.72
Price range $53.89 - $60.32
Increased shares by 4.8% (+9.08 Thousand shares) Q1 2021
Avg closing price $52.49
Price range $45.62 - $59.30
Sold 51.8% shares (-204 Thousand shares) Q4 2020
Avg closing price $45.03
Price range $39.58 - $51.05
Sold 7.0% shares (-29.5 Thousand shares) Q3 2020
Avg closing price $42.81
Price range $39.61 - $45.67
Sold 9.1% shares (-42.4 Thousand shares) Q2 2020
Avg closing price $43.98
Price range $40.44 - $49.03
Increased shares by 26.4% (+97.2 Thousand shares) Q1 2020
Avg closing price $49.91
Price range $38.58 - $58.14
Increased shares by 15.5% (+49.5 Thousand shares) Q4 2019
Avg closing price $53.98
Price range $50.27 - $57.06
Increased shares by 33.9% (+80.6 Thousand shares) Q3 2019
Avg closing price $56.05
Price range $49.39 - $62.70
Sold 2.8% shares (-6.9 Thousand shares) Q2 2019
Avg closing price $56.03
Price range $51.02 - $60.94
Increased shares by 580.5% (+209 Thousand shares) Q1 2019
Avg closing price $57.46
Price range $53.67 - $60.46

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