Current Value of Holding

$27.7M

Shares

749k

% of Portfolio

0.06%

Average Buy Price

$39.4

Avg closing price
Price range

6 Jeremy Grantham Essential Utilities Trades

Jeremy Grantham acquired 749k Essential Utilities shares worth $27.7M. That's 0.06% of their equity portfolio (139th largest holding). The first Essential Utilities trade was made in Q1 2021. Since then Jeremy Grantham bought shares three more times and sold shares on two occasions. The investor's estimated purchase price is $29.5M, resulting in a loss of 6.0%.

Avg closing price
Price range
New holding (+749k shares) Q1 2026
Avg closing price $39.38
Price range $36.87 - $41.65
Sold -18.9k shares Q3 2025
Avg closing price $38.12
Price range $36.73 - $39.90
Increased shares by 1.4% (+267 shares) Q2 2025
Avg closing price $38.95
Price range $36.92 - $41.39
New holding (+18.7k shares) Q1 2025
Avg closing price $36.65
Price range $33.49 - $40.57
Sold -13.4k shares Q2 2021
Avg closing price $46.92
Price range $44.72 - $49.09
New holding (+13.4k shares) Q1 2021
Avg closing price $45.15
Price range $41.50 - $48.72

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