Ergoteles’s American Vanguard Corp AVD Stock Holding History

Ergoteles’s Portfolio AVD Stock Details AVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-44,296	Closed	-$962K	–	1251
2022 Q4	$962K	Buy	+44,296	New	+$987K	0.04%	472
2022 Q1	–	Sell	-42,600	Closed	-$698K	–	1209
2021 Q4	$698K	Buy	+42,600	New	+$667K	0.03%	521
2021 Q3	–	Sell	-32,978	Closed	-$577K	–	1201
2021 Q2	$577K	Buy	+32,978	New	+$626K	0.01%	737

Other funds holding AVD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ergoteles's AVD Position: Q1 2023 in Review

Ergoteles sold out of American Vanguard Corp (AVD) in Q1 2023, closing a stake of 44,296 shares — an estimated $962K sold.

Ergoteles first reported a position in AVD in Q2 2021 and held it in 3 quarters. The position peaked at $962K in Q4 2022. 158 funds tracked by Wall St. Rank hold AVD as of Q1 2023.

Ergoteles reported no remaining American Vanguard Corp position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 44,296 American Vanguard Corp shares in Q1 2023, an estimated $962K.
Ergoteles first reported a position in American Vanguard Corp in Q2 2021 and held it in 3 quarters.
Ergoteles's American Vanguard Corp position peaked at $962K in Q4 2022.
158 funds tracked by Wall St. Rank held American Vanguard Corp as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.