GRIMES & COMPANY, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$3.7B
Signature - Title
Michael J. Davide - Chief Compliance Officer, Controller
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by GRIMES & COMPANY, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GRIMES & COMPANY, INC. reported 368 stock holdings with total value $3.7B as of Q3 2024. Top holdings included IEFA, BKLN, SJNK, SHYG, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 368 $3.7B +$341M -$141M +$200M IEFA, BKLN, SJNK, SHYG, VB 13F-HR 10/22/2024, 11:56 AM
Q2 2024 350 $3.34B +$272M -$177M +$94.6M IEFA, BKLN, SJNK, SHYG, IEMG 13F-HR 7/22/2024, 09:16 AM
Q1 2024 346 $3.25B +$226M -$134M +$91.7M IEFA, BKLN, SJNK, SHYG, IVV 13F-HR 4/17/2024, 03:49 PM
Q4 2023 332 $3.02B +$545M -$347M +$198M IEFA, BKLN, SJNK, SHYG, IVV 13F-HR 1/24/2024, 11:16 AM
Q3 2023 311 $2.59B +$189M -$319M -$131M IEFA, BKLN, VCSH, SJNK, JHML 13F-HR 10/19/2023, 03:03 PM
Q2 2023 316 $2.82B +$395M -$98.6M +$297M IEFA, IWM, BKLN, VCSH, SJNK 13F-HR 7/19/2023, 09:07 AM
Q1 2023 305 $2.44B +$784M -$791M -$7.24M IEFA, BKLN, VCSH, SJNK, IEMG 13F-HR 4/20/2023, 02:13 PM
Q4 2022 297 $2.37B +$524M -$184M +$340M JPST, SHV, VCSH, JHML, IVV 13F-HR 1/25/2023, 02:00 PM
Q3 2022 271 $1.92B +$171M -$134M +$37.5M JPST, SHV, IVV, JHML, IWM 13F-HR 10/28/2022, 10:48 AM
Q2 2022 273 $1.98B +$708M -$339M +$370M JPST, SHV, IVV, JHML, AAPL 13F-HR 7/22/2022, 12:32 PM
Q1 2022 300 $1.92B +$216M -$391M -$175M IVV, JHML, XLK, AAPL, IEFA 13F-HR 5/6/2022, 03:27 PM
Q4 2021 298 $2.18B +$69.1M -$349M -$279M SRLN, IVV, IJR, JHML, SPSM 13F-HR 2/1/2022, 10:20 AM
Q3 2021 301 $2.3B +$135M -$118M +$16.8M FPE, SRLN, IEFA, IVV, IJR 13F-HR 11/8/2021, 01:44 PM
Q2 2021 301 $2.3B +$145M -$50.5M +$94.9M IEFA, FPE, SRLN, IVV, IJR 13F-HR 8/4/2021, 12:50 PM
Q1 2021 279 $2.08B +$159M -$136M +$23.2M IEFA, FPE, IJR, IVV, SRLN 13F-HR 5/12/2021, 04:36 PM
Q4 2020 266 $1.92B +$346M -$168M +$178M FPE, IEFA, IVV, SRLN, IJR 13F-HR 2/2/2021, 03:39 PM
Q3 2020 253 $1.56B +$171M -$97.9M +$73.4M FPE, IEFA, LQD, SPDW, IJR 13F-HR 11/12/2020, 12:29 PM
Q2 2020 250 $1.44B +$491M -$297M +$194M IEFA, LQD, IJR, FPE, SPDW 13F-HR 7/31/2020, 01:08 PM
Q1 2020 230 $1.1B +$385M -$552M -$167M SHV, AGG, LQD, MUB, IVV 13F-HR 5/5/2020, 12:01 PM
Q4 2019 268 $1.53B +$323M -$285M +$37.5M LQD, PFF, HYLB, IEFA, IJR 13F-HR 2/5/2020, 04:05 PM
Q3 2019 257 $1.4B +$216M -$148M +$67.5M SHV, LQD, PFF, HYLB, IVV 13F-HR 11/5/2019, 02:49 PM
Q2 2019 244 $1.32B +$291M -$272M +$19M SHV, LQD, HYLB, IVV, HYD 13F-HR 7/30/2019, 02:38 PM
Q1 2019 242 $1.28B +$477M -$306M +$171M LQD, HYLB, IEFA, IEMG, IJR 13F-HR 5/2/2019, 12:37 PM
Q4 2018 231 $1.02B +$259M -$385M -$126M SHV, HYD, TOTL, QAI, VUG 13F-HR 2/1/2019, 02:14 PM
Q3 2018 241 $1.25B +$164M -$94.7M +$69.7M SHV, SRLN, BKLN, SJNK, IJR 13F-HR 11/9/2018, 11:24 AM
Q2 2018 235 $1.13B +$293M -$203M +$89.4M SHV, SRLN, BKLN, IJR, IJH 13F-HR 8/10/2018, 12:38 PM
Q1 2018 240 $1.03B +$162M -$160M +$2.24M SRLN, BKLN, IJH, PRF, VUG 13F-HR 5/7/2018, 11:30 AM
Q4 2017 217 $1.04B +$168M -$120M +$47.9M FLOT, BKLN, IEFA, IJH, VEA 13F-HR 2/5/2018, 01:33 PM
Q3 2017 204 $941M +$70.3M -$62M +$8.3M JNK, BKLN, IEFA, VEA, PRF 13F-HR 11/3/2017, 02:19 PM
Q2 2017 203 $896M +$69.2M -$106M -$36.7M JNK, BKLN, IEFA, PRF, VEA 13F-HR 7/18/2017, 11:10 AM
Q1 2017 202 $913M +$147M -$117M +$30.5M PRF, JNK, BKLN, VUG, IJR 13F-HR 5/1/2017, 08:17 AM
Q4 2016 200 $862M +$224M -$124M +$101M PRF, JNK, BKLN, VUG, SHY 13F-HR 1/24/2017, 11:13 AM
Q3 2016 199 $747M +$125M -$156M -$31.5M PRF, VUG, IJH, IJR, IVV 13F-HR 10/24/2016, 02:27 PM
Q2 2016 210 $748M +$144M -$177M -$32.8M PRF, LQD, VUG, SHY, IVV 13F-HR 7/25/2016, 11:31 AM
Q1 2016 199 $777M +$99.3M -$80.3M +$19M SHY, PRF, VUG, BND, LQD 13F-HR 4/25/2016, 10:18 AM
Q4 2015 199 $740M +$74.9M -$129M -$54.5M SHY, PRF, EMB, VUG, IVV 13F-HR 2/3/2016, 12:22 PM
Q3 2015 192 $777M +$288M -$119M +$169M SHY, IGSB, MINT, PRF, VUG 13F-HR 10/8/2015, 11:05 AM
Q2 2015 193 $657M +$287M -$33.5M +$253M IJH, PRF, VEA, VUG, IVV 13F-HR 8/11/2015, 07:45 AM
Q1 2015 166 $416M +$69.6M -$43.6M +$26M AAPL, INTC, CSCO, NVO, MSFT 13F-HR 4/24/2015, 02:08 PM
Q4 2014 161 $387M +$27.3M -$36.7M -$9.37M AAPL, INTC, MSFT, CSCO, UNP 13F-HR 2/12/2015, 12:02 PM
Q3 2014 166 $382M +$11.7M -$10.2M +$1.48M AAPL, INTC, MSFT, LYB, CSCO 13F-HR 11/6/2014, 09:55 AM
Q2 2014 163 $382M +$60.7M -$35.2M +$25.6M AAPL, INTC, MSFT, CSCO, LYB 13F-HR 7/28/2014, 10:54 AM
Q1 2014 151 $356M +$46.4M -$23.2M +$23.2M MSFT, AAPL, INTC, CSX, LYB 13F-HR 5/1/2014, 12:17 PM
Q4 2013 146 $334M $0 $0 AAPL, INTC, MSFT, CSX, ACN 13F-HR 2/3/2014, 03:46 PM