Caldwell Trust’s AGCO AGCO Stock Holding History

Caldwell Trust’s Portfolio AGCO Stock Details AGCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-114	Closed	-$11K	–	728
2022 Q3	$11K	Hold	114	–	–	﹤0.01%	602
2022 Q2	$11.3K	Hold	114	–	–	﹤0.01%	615
2022 Q1	$16.6K	Buy	+114	New	+$14.4K	﹤0.01%	590

Other funds holding AGCO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caldwell Trust's AGCO Position: Q4 2022 in Review

Caldwell Trust sold out of AGCO (AGCO) in Q4 2022, closing a stake of 114 shares — an estimated $11K sold.

Caldwell Trust first reported a position in AGCO in Q1 2022 and held it in 3 quarters. The position peaked at $16.6K in Q1 2022. 449 funds tracked by Wall St. Rank hold AGCO as of Q4 2022.

Caldwell Trust reported no remaining AGCO position as of Q4 2022 after selling out during the quarter.
Caldwell Trust sold 114 AGCO shares in Q4 2022, an estimated $11K.
Caldwell Trust first reported a position in AGCO in Q1 2022 and held it in 3 quarters.
Caldwell Trust's AGCO position peaked at $16.6K in Q1 2022.
449 funds tracked by Wall St. Rank held AGCO as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.