Ospraie Management’s Adecoagro AGRO Stock Holding History

Ospraie 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
2017 Q2	–	Sell	-9,145,614	Closed	-$101M	–	1
2017 Q1	$101M	Hold	9,145,614	–	–	100%	1
2016 Q4	$94.9M	Hold	9,145,614	–	–	100%	1
2016 Q3	$104M	Hold	9,145,614	–	–	100%	1
2016 Q2	$100M	Hold	9,145,614	–	–	100%	1
2016 Q1	$106M	Sell	9,145,614 -306,604	-3%	-$3.72M	100%	1
2015 Q4	$116M	Sell	9,452,218 -1,197,496	-11%	-$12.6M	100%	1
2015 Q3	$84.8M	Hold	10,649,714	–	–	100%	1
2015 Q2	$98.2M	Hold	10,649,714	–	–	100%	1
2015 Q1	$109M	Sell	10,649,714 -500	-0%	-$4.35K	100%	1
2014 Q4	$85.3M	Hold	10,650,214	–	–	100%	1
2014 Q3	$93.7M	Hold	10,650,214	–	–	100%	1
2014 Q2	$101M	Sell	10,650,214 -40,000	-0.4%	-$364K	22.66%	1
2014 Q1	$87.2M	Sell	10,690,214 -160,000	-1%	-$1.25M	35.17%	1
2013 Q4	$87.8M	Sell	10,850,214 -115,200	-1%	-$915K	70.1%	1
2013 Q3	$81.3M	Sell	10,965,414 -25,000	-0.2%	-$171K	68.26%	1
2013 Q2	$68.7M	Buy	+10,990,414	New	+$80.4M	97.01%	1

Other funds holding AGRO

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

BIP

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ospraie Management's AGRO Position: Q2 2017 in Review

Ospraie Management sold out of Adecoagro (AGRO) in Q2 2017, closing a stake of 9,145,614 shares — an estimated $101M sold.

Ospraie Management first reported a position in AGRO in Q2 2013 and held it in 16 quarters. The position peaked at $116M in Q4 2015. 113 funds tracked by Wall St. Rank hold AGRO as of Q2 2017.

Ospraie Management reported no remaining Adecoagro position as of Q2 2017 after selling out during the quarter.
Ospraie Management sold 9,145,614 Adecoagro shares in Q2 2017, an estimated $101M.
Ospraie Management first reported a position in Adecoagro in Q2 2013 and held it in 16 quarters.
Ospraie Management's Adecoagro position peaked at $116M in Q4 2015.
113 funds tracked by Wall St. Rank held Adecoagro as of Q2 2017.

Based on Ospraie Management's 13F filing for Q2 2017.