Bienville Capital Management’s Adecoagro AGRO Stock Holding History

Bienville Capital Management’s Portfolio AGRO Stock Details AGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400,000	Closed	-$4.14M	–	143
2017 Q4	$4.14M	Sell	400,000 -1,000,000	-71%	-$10M	0.72%	28
2017 Q3	$15.1M	Sell	1,400,000 -400,000	-22%	-$4M	2.55%	13
2017 Q2	$18M	Buy	1,800,000 +1,000,000	+125%	+$10.9M	5.04%	4
2017 Q1	$9.17M	Buy	800,000 +650,000	+433%	+$7.64M	2.16%	13
2016 Q4	$1.56M	Sell	150,000 -50,000	-25%	-$538K	0.34%	26
2016 Q3	$2.28M	Buy	+200,000	New	+$2.11M	0.58%	21
2016 Q1	–	Sell	-259,300	Closed	-$2.06M	–	80
2015 Q4	$2.06M	Sell	259,300 -75,500	-23%	-$796K	0.73%	21
2015 Q3	$2.67M	Buy	334,800 +184,800	+123%	+$1.58M	1.1%	19
2015 Q2	$1.38M	Sell	150,000 -20,000	-12%	-$199K	0.56%	26
2015 Q1	$1.74M	Buy	170,000 +120,000	+240%	+$1.04M	1.01%	16
2014 Q4	$401K	Buy	+50,000	New	+$433K	0.33%	47

Other funds holding AGRO

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

EMS Capital New York $944M AUM 17.76% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

Bienville Capital Management's AGRO Position: Q4 2019 in Review

Bienville Capital Management sold out of Adecoagro (AGRO) in Q4 2019, closing a stake of 65,701 shares — an estimated $383K sold.

Bienville Capital Management first reported a position in AGRO in Q4 2014 and held it in 20 quarters. The position peaked at $48.3M in Q2 2017. 79 funds tracked by Wall St. Rank hold AGRO as of Q4 2019.

Bienville Capital Management reported no remaining Adecoagro position as of Q4 2019 after selling out during the quarter.
Bienville Capital Management sold 65,701 Adecoagro shares in Q4 2019, an estimated $383K.
Bienville Capital Management first reported a position in Adecoagro in Q4 2014 and held it in 20 quarters.
Bienville Capital Management's Adecoagro position peaked at $48.3M in Q2 2017.
79 funds tracked by Wall St. Rank held Adecoagro as of Q4 2019.

Based on Bienville Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.