Gmo Llc Buys Xilinx Inc, Constellation Brands Inc, People's United Financial Inc, Sells , , Alibaba Group Holding

• New Purchases: PBCT, HRC, GPRE, BBL, MCHI, SAFM, QCOM, WFG, FUTU, PCH, VET, NOG, INCY, BAP, WAT, NVDA, MMYT, AMCX, RDN, MSCI, CVE, CAT, EMR, PLXS, COWN, G, VGR, BKD, AUB, BLL, TTEK, SCHL, AMKR, VIPS, DISCA, OSIS, TBI, KB, HSIC, EL, VREX, AMX, EQH, MOFG, MATX, LFG, WNS, LBTYK, ASO, CSGS, SCU, IHRT, BCBP, AMRK, AJG, VEON, QUAD, ADI, TPB, LPI, VOD, VIRT, TLYS, NGVC, DAKT, FMNB, THFF, GPX, GNW, HMN, HURN, ECPG, IPAR, SNEX, LBTYA, NWBI, OPY, PBI, DEO, VNDA, RRD, ABM, RBCAA, FIX, TIMB, TNC, UGI, UBA, FDS, COLB, WMK, UVE, CIEN,
• Added Positions: XLNX, WFC, STZ, GOOGL, MSFT, FOX, CI, CLNE, ANTM, LRCX, AAPL, UNH, WLTW, ATH, GPN, CHNG, AGCO, KLAC, ORCL, CSIQ, VER, NUAN, KOS, JNJ, PPD, CSCO, DAR, MDT, TXN, CPNG, FMX, PSTH, BMO, CHKP, KO, NVS, STM, SJR, TJX, SE, RSX, FBC, TECK, FAF, ATHM, LYFT, ADBE, ABC, MRK, MBT, PEP, CRM, USB, CNHI, IAC, BBY, CAH, DE, MDLZ, MGA, PWR, DGX, SCCO, VZ, AMTX, PDD, LTHM, CBT, VALE, ETN, IBM, TROW, TX, SYF, EAF, KSA, PLD, ARW, BK, BIIB, BMY, BTI, CBRE, VIAC, SNP, COHR, ATGE, LLY, FNF, F, HPQ, INTC, LKQ, MU, TAP, VTRS, NNI, NEU, PTR, AVNT, PHM, SCHN, SIG, TXT, TSN, VMI, QRTEA, WU, OC, AER, JAZZ, LGO, DAN, LYB, GM, KMI, TMHC, MOMO, ATKR, FTV, MMM, T, ABT, ADS, AIT, ASB, AVY, BNS, BCS, BIO, BWA, CVS, COF, CSL, CNC, LUMN, C, KOF, CTSH, CL, CCRN, EME, GPS, GRMN, GPC, GILD, HAS, HTLF, ICE, JCI, KLIC, LH, LNC, MET, MHK, HOPE, PFE, PFG, PRU, RJF, RS, SKM, SNBR, SNA, SCS, SCL, STC, TEVA, RTX, UVV, UHS, VFC, VSH, WY, WHR, WTFC, XRX, ICFI, PM, SEM, PDM, ST, RFP, AGRO, CUBI, HLT, ALLY, TSE, CCS, CFG, GWB, VICI, GTES, NIO, BEKE, LU, AOS, ANF, MO, DOX, HES, ANAT, AVD, AMP, APOG, ADM, AVT, BANR, BSET, BXP, BAM, BRKL, CNA, PRDO, CLS, CMCSA, CCK, DVA, DRH, EWBC, EMN, DISH, EFSC, ETD, CIVB, FFBC, FULT, HSII, HIW, HST, IMO, TT, IMKTA, IIIN, TILE, JNPR, LVS, LEN, LINC, LOW, MAN, MATW, MERC, MTH, MEI, NTRS, PCAR, PBH, BKNG, PFS, REG, REGN, RSG, SEIC, SCSC, SCVL, SPG, LUV, SPTN, TRV, STT, NLOK, GEO, TCBK, SPOK, VNO, WBA, WLK, SENEA, TOWN, PRIM, FOR, HOLI, NX, MYRG, AVGO, HPP, RM, QIWI, ESRT, OMF, ASIX, YUMC, PUMP, BKR, VCTR, OBNK, TALO,
• Reduced Positions: ACN, BABA, AXP, BIDU, NTES, TD, KSU, AJRD, INFO, IEMG, AMRC, IVV, PNM, BP, TSM, EXC, GSK, SEDG, MELI, BRK.B, SANM, BAH, REGI, OTIS, AFL, AKAM, AMZN, CNQ, RDY, XOM, FCX, GS, GPI, MLKN, PNC, PBR, SM, SNPS, MOS, JD, KHC, CTVA, CB, ABG, FITB, NSIT, KEY, KSS, MCK, MPW, PH, PGR, RF, TDS, UFPI, WAFD, EBAY, REZI, HTH, AMAT, AN, AVID, BRC, CVX, DHI, EOG, FMC, FBP, INFY, INTU, LZB, BBWI, MKL, MOG.A, ON, ONB, BPOP, NTR, SLM, SWK, TEO, TEX, TCBI, USM, WDC, WLL, INT, SPB, ZUMZ, DFS, DOOR, YNDX, BCC, LTRPA, RUN, MGP, CARR, DEN, ALL, AIRC, AINV, AVB, BHE, BIG, CRAI, CRH, CPT, CATY, CNBKA, CYD, DECK, DCO, EGBN, EA, ESS, FHI, PACW, PFC, FFIC, BEN, GIII, GGAL, HNI, HIG, HUN, IBN, IBOC, IPG, JPM, JOUT, KR, HZO, VIVO, MAA, MLR, MLI, NVR, NUE, GEOS, ORI, OMC, OFG, OI, PCG, PPG, TPC, RCII, RCKY, SIVB, SCI, BSRR, SHO, TGT, TPX, TKR, UMBF, PAG, WTI, GHC, WASH, WSM, IDT, BMA, SMCI, SQM, TEL, GTS, EBSB, NFBK, PBR.A, CLDT, NWS, NWSA, MUSA, ARMK, VEC, FPH, CURO, NMRK, CPLG, KZR, QFIN, FOXA, ARNC, LNSR, EBC, FYBR, OGN, GPOR,
• Sold Out: WORK, ALXN, MXIM, SCHW, GRUB, PPL, FXI, URI, ITUB, CX, ED, EZA, ATVI, RY, ENPH, PSX, LMT, YMM, CORE, GGB, MAS, SYKE, BUD, YY, BILI, MTB, ORLY, OMI, UBS, WPC, FSLR, XHR, PYPL, ARCC, AZO, BOKF, AX, CM, CNP, BUSE, GT, GFF, TV, HON, SVC, MFC, SLGN, SRI, SLF, VMC, WSBC, BBDC, DG, WD, INN, VEDL, WB, DBX, TME, SCPL, BCEI, BHB, MTRN, BLDR, CBZ, CVBF, CNI, CRUS, CBSH, CNX, CW, DVN, DLB, ENB, ENTG, FHN, FRO, GEF, HD, HBAN, HURC, J, LPL, LOGI, MSI, MUR, NRG, NTGR, NTAP, NKE, NUS, ODFL, PATK, PG, PSA, SMG, SEE, SHW, SBNY, AVNW, THC, TRI, TG, UMC, UTHR, URBN, CMPR, WIT, RDS.B, FF, TBNK, CPS, CPRI, HTBI, MMI, NAVI, EVFM, SHOP, HPE, CDEV, GOLF, CMBM, PTVE, CNXC,

For the details of Jeremy Grantham's stock buys and sells, go to https://www.gurufocus.com/guru/jeremy+grantham/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 3,355,491 shares, 4.69% of the total portfolio. Shares added by 4.62%
2. Apple Inc (AAPL) - 4,472,297 shares, 3.14% of the total portfolio. Shares added by 4.92%
3. UnitedHealth Group Inc (UNH) - 1,546,306 shares, 2.99% of the total portfolio. Shares added by 4.77%
4. Oracle Corp (ORCL) - 6,832,262 shares, 2.95% of the total portfolio. Shares added by 4.17%
5. U.S. Bancorp (USB) - 9,830,163 shares, 2.90% of the total portfolio. Shares added by 1.87%

Gmo Llc initiated holding in People's United Financial Inc. The purchase prices were between $15.26 and $17.89, with an estimated average price of $16.26. The stock is now traded at around $18.500000. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,701,908 shares as of 2021-09-30.

Gmo Llc initiated holding in Hill-Rom Holdings Inc. The purchase prices were between $114.56 and $151.88, with an estimated average price of $134.94. The stock is now traded at around $155.090000. The impact to a portfolio due to this purchase was 0.21%. The holding were 281,543 shares as of 2021-09-30.

Gmo Llc initiated holding in Green Plains Inc. The purchase prices were between $30.83 and $38.25, with an estimated average price of $34.3. The stock is now traded at around $40.510000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,018,382 shares as of 2021-09-30.

Gmo Llc initiated holding in BHP Group PLC. The purchase prices were between $49.74 and $66.71, with an estimated average price of $60.12. The stock is now traded at around $53.100000. The impact to a portfolio due to this purchase was 0.11%. The holding were 419,939 shares as of 2021-09-30.

Gmo Llc initiated holding in iShares MSCI China ETF. The purchase prices were between $66.13 and $81.77, with an estimated average price of $71.93. The stock is now traded at around $70.200000. The impact to a portfolio due to this purchase was 0.1%. The holding were 311,600 shares as of 2021-09-30.

Gmo Llc initiated holding in Sanderson Farms Inc. The purchase prices were between $181.06 and $196.67, with an estimated average price of $188.72. The stock is now traded at around $187.170000. The impact to a portfolio due to this purchase was 0.1%. The holding were 109,771 shares as of 2021-09-30.

Gmo Llc added to a holding in Xilinx Inc by 45.05%. The purchase prices were between $128.63 and $159.67, with an estimated average price of $146.64. The stock is now traded at around $209.700000. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,281,940 shares as of 2021-09-30.

Gmo Llc added to a holding in Constellation Brands Inc by 39.84%. The purchase prices were between $209.08 and $232.03, with an estimated average price of $218.36. The stock is now traded at around $226.320000. The impact to a portfolio due to this purchase was 0.24%. The holding were 790,659 shares as of 2021-09-30.

Gmo Llc added to a holding in Fox Corp by 195.74%. The purchase prices were between $32.6 and $37.25, with an estimated average price of $34.31. The stock is now traded at around $38.350000. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,703,147 shares as of 2021-09-30.

Gmo Llc added to a holding in Cigna Corp by 30.28%. The purchase prices were between $200.16 and $238.3, with an estimated average price of $217.75. The stock is now traded at around $219.060000. The impact to a portfolio due to this purchase was 0.2%. The holding were 855,023 shares as of 2021-09-30.

Gmo Llc added to a holding in Clean Energy Fuels Corp by 63.68%. The purchase prices were between $6.62 and $10.44, with an estimated average price of $7.99. The stock is now traded at around $8.640000. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,206,099 shares as of 2021-09-30.

Gmo Llc added to a holding in Athene Holding Ltd by 28.14%. The purchase prices were between $61.8 and $70.63, with an estimated average price of $66.6. The stock is now traded at around $84.800000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,860,439 shares as of 2021-09-30.

Gmo Llc sold out a holding in . The sale prices were between $43.97 and $45.2, with an estimated average price of $44.55.

Gmo Llc sold out a holding in . The sale prices were between $179.45 and $186.61, with an estimated average price of $183.84.

Gmo Llc sold out a holding in . The sale prices were between $96.12 and $106.63, with an estimated average price of $100.35.

Gmo Llc sold out a holding in Charles Schwab Corp. The sale prices were between $66.68 and $77.38, with an estimated average price of $71.45.

Gmo Llc sold out a holding in Just Eat Takeaway.com NV. The sale prices were between $14.53 and $19.58, with an estimated average price of $17.52.

Gmo Llc sold out a holding in PPL Corp. The sale prices were between $27.88 and $30.46, with an estimated average price of $28.86.