GoalVest Advisory’s AGCO AGCO Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-3	Closed	-$355	–	369
2023 Q3	$355	Buy	+3	New	+$381	﹤0.01%	464
2022 Q3	–	Sell	-500	Closed	-$48K	–	251
2022 Q2	$48K	Buy	+500	New	+$62.3K	0.03%	166

Other funds holding AGCO

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GoalVest Advisory's AGCO Position: Q4 2023 in Review

GoalVest Advisory sold out of AGCO (AGCO) in Q4 2023, closing a stake of 3 shares — an estimated $355 sold.

GoalVest Advisory first reported a position in AGCO in Q2 2022 and held it in 2 quarters. The position peaked at $48K in Q2 2022. 547 funds tracked by Wall St. Rank hold AGCO as of Q4 2023.

GoalVest Advisory reported no remaining AGCO position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 3 AGCO shares in Q4 2023, an estimated $355.
GoalVest Advisory first reported a position in AGCO in Q2 2022 and held it in 2 quarters.
GoalVest Advisory's AGCO position peaked at $48K in Q2 2022.
547 funds tracked by Wall St. Rank held AGCO as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.