Luminus Management’s Adecoagro AGRO Stock Holding History

Luminus Management’s Portfolio AGRO Stock Details AGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-160,837	Closed	-$1.35M	–	102
2019 Q4	$1.35M	Buy	160,837 +60,000	+60%	+$402K	0.06%	78
2019 Q3	$588K	Buy	+100,837	New	+$635K	0.02%	94

Other funds holding AGRO

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

EMS Capital New York $944M AUM 17.76% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Luminus Management's AGRO Position: Q1 2020 in Review

Luminus Management sold out of Adecoagro (AGRO) in Q1 2020, closing a stake of 160,837 shares — an estimated $1.35M sold.

Luminus Management first reported a position in AGRO in Q3 2019 and held it in 2 quarters. The position peaked at $1.35M in Q4 2019. 72 funds tracked by Wall St. Rank hold AGRO as of Q1 2020.

Luminus Management reported no remaining Adecoagro position as of Q1 2020 after selling out during the quarter.
Luminus Management sold 160,837 Adecoagro shares in Q1 2020, an estimated $1.35M.
Luminus Management first reported a position in Adecoagro in Q3 2019 and held it in 2 quarters.
Luminus Management's Adecoagro position peaked at $1.35M in Q4 2019.
72 funds tracked by Wall St. Rank held Adecoagro as of Q1 2020.

Based on Luminus Management's 13F filing for Q1 2020, filed 15 May 2020.