Ken Griffin’s AGFiQ U.S. Market Neutral Momentum Fund MOM Stock Holding History

Ken Griffin’s Portfolio MOM Stock Details MOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-22,601	Closed	-$701K	–	11815
2020 Q3	$701K	Buy	22,601 +705	+3%	+$21.2K	﹤0.01%	6689
2020 Q2	$633K	Sell	21,896 -4,853	-18%	-$139K	﹤0.01%	6646
2020 Q1	$766K	Buy	+26,749	New	+$688K	﹤0.01%	5778

Other funds holding MOM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIL

AGF Investments LLC Toronto, Ontario, Canada $1.09B AUM 10.57% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Ken Griffin's MOM Position: Q4 2020 in Review

Ken Griffin sold out of AGFiQ U.S. Market Neutral Momentum Fund (MOM) in Q4 2020, closing a stake of 22,601 shares — an estimated $701K sold.

Ken Griffin first reported a position in MOM in Q1 2020 and held it in 3 quarters. The position peaked at $766K in Q1 2020. 6 funds tracked by Wall St. Rank hold MOM as of Q4 2020.

Ken Griffin reported no remaining AGFiQ U.S. Market Neutral Momentum Fund position as of Q4 2020 after selling out during the quarter.
Ken Griffin sold 22,601 AGFiQ U.S. Market Neutral Momentum Fund shares in Q4 2020, an estimated $701K.
Ken Griffin first reported a position in AGFiQ U.S. Market Neutral Momentum Fund in Q1 2020 and held it in 3 quarters.
Ken Griffin's AGFiQ U.S. Market Neutral Momentum Fund position peaked at $766K in Q1 2020.
6 funds tracked by Wall St. Rank held AGFiQ U.S. Market Neutral Momentum Fund as of Q4 2020.

Based on Citadel Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.