Measured Wealth Private Client Group’s AGCO AGCO Stock Holding History

Measured Wealth Private Client Group’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	-2,760	Closed	-$326K	–	178
2023 Q3	$326K	Buy	2,760 +1,107	+67%	+$141K	0.13%	114
2023 Q2	$217K	Buy	+1,653	New	+$205K	0.08%	165
2023 Q1	–	Sell	-2,629	Closed	-$365K	–	174
2022 Q4	$365K	Buy	2,629 +268	+11%	+$33.1K	0.15%	95
2022 Q3	$227K	Sell	2,361 -100	-4%	-$10.4K	0.1%	130
2022 Q2	$243K	Buy	2,461 +1,030	+72%	+$128K	0.11%	137
2022 Q1	$209K	Buy	+1,431	New	+$181K	0.08%	165
2018 Q4	–	Sell	-491	Closed	-$29K	–	117
2018 Q3	$29K	Buy	+491	New	+$29.7K	0.02%	457

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

Measured Wealth Private Client Group's AGCO Position: Q4 2023 in Review

Measured Wealth Private Client Group sold out of AGCO (AGCO) in Q4 2023, closing a stake of 2,760 shares — an estimated $326K sold.

Measured Wealth Private Client Group first reported a position in AGCO in Q3 2018 and held it in 7 quarters. The position peaked at $365K in Q4 2022. 547 funds tracked by Wall St. Rank hold AGCO as of Q4 2023.

Measured Wealth Private Client Group reported no remaining AGCO position as of Q4 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,760 AGCO shares in Q4 2023, an estimated $326K.
Measured Wealth Private Client Group first reported a position in AGCO in Q3 2018 and held it in 7 quarters.
Measured Wealth Private Client Group's AGCO position peaked at $365K in Q4 2022.
547 funds tracked by Wall St. Rank held AGCO as of Q4 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2023, filed 6 Feb 2024.