Question 1

Does Grantham, Mayo, Van Otterloo own SMTC stock?

Accepted Answer

No. Grantham, Mayo, Van Otterloo exited its SMTC (Semtech) position in Q3 2023. Its Q2 2023 13F listed 25,728 shares worth $655,035.

Question 2

How many shares of SMTC does Grantham, Mayo, Van Otterloo own?

Accepted Answer

None since Q3 2023, when Grantham, Mayo, Van Otterloo exited the position. Its Q2 2023 13F listed 25,728 shares worth $655,035.

Question 3

What is Grantham, Mayo, Van Otterloo's SMTC position worth?

Accepted Answer

Grantham, Mayo, Van Otterloo's SMTC position was worth $655,035 in its Q2 2023 13F, before the exit in Q3 2023.

Question 4

Is Grantham, Mayo, Van Otterloo buying or selling SMTC?

Accepted Answer

In Q3 2023, Grantham, Mayo, Van Otterloo exited its entire SMTC position.

Question 5

When did Grantham, Mayo, Van Otterloo first buy SMTC?

Accepted Answer

Grantham, Mayo, Van Otterloo first reported SMTC in its Q1 2020 13F and listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$25.75	0
2023-Q2	Increased	25,728	+89.2%	$655,035	0.0%	$25.46	38
2023-Q1	New	13,600	-	$328,304	0.0%	$24.14	33
2020-Q2	Exited	0	-100.0%	$0	0.0%	$52.22	0
2020-Q1	New	62,200	-	$2.3M	0.0%	$37.50	36

SMTC5 quarters

SMTC
5 quarters