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Kaizen Financial Strategies’s AGCO AGCO Stock Holding History

Kaizen Financial Strategies’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
Q3 		– Sell
-3,178
Closed -$425K – 113
2023
Q2 		$425K Buy
3,178
+2
+0.1% +$248 0.36% 50
2023
Q1 		$429K Sell
3,176
-129
-4% -$17.4K 0.42% 46
2022
Q4 		$467K Buy
+3,305
New +$408K 0.46% 49

Other funds holding AGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kaizen Financial Strategies's AGCO Position: Q3 2023 in Review

Kaizen Financial Strategies sold out of AGCO (AGCO) in Q3 2023, closing a stake of 3,178 shares — an estimated $425K sold.

Kaizen Financial Strategies first reported a position in AGCO in Q4 2022 and held it in 3 quarters. The position peaked at $467K in Q4 2022. 493 funds tracked by Wall St. Rank hold AGCO as of Q3 2023.

  • Kaizen Financial Strategies reported no remaining AGCO position as of Q3 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,178 AGCO shares in Q3 2023, an estimated $425K.
  • Kaizen Financial Strategies first reported a position in AGCO in Q4 2022 and held it in 3 quarters.
  • Kaizen Financial Strategies's AGCO position peaked at $467K in Q4 2022.
  • 493 funds tracked by Wall St. Rank held AGCO as of Q3 2023.

Based on Kaizen Financial Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.