Serengeti Asset Management’s Adecoagro AGRO Stock Holding History

Serengeti Asset 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
2019 Q4	–	Sell	-250,000	Closed	-$1.46M	–	19
2019 Q3	$1.46M	Buy	+250,000	New	+$1.58M	0.71%	17
2018 Q4	–	Sell	-400,000	Closed	-$2.94M	–	25
2018 Q3	$2.94M	Buy	+400,000	New	+$3.23M	0.47%	25
2018 Q1	–	Sell	-350,000	Closed	-$3.62M	–	26
2017 Q4	$3.62M	Sell	350,000 -150,000	-30%	-$1.51M	0.71%	20
2017 Q3	$5.4M	Sell	500,000 -450,000	-47%	-$4.51M	0.93%	21
2017 Q2	$9.49M	Buy	950,000 +50,000	+6%	+$547K	1.38%	12
2017 Q1	$10.3M	Buy	900,000 +450,000	+100%	+$5.29M	2.01%	13
2016 Q4	$4.67M	Buy	450,000 +200,000	+80%	+$2.15M	1%	19
2016 Q3	$2.85M	Sell	250,000 -250,000	-50%	-$2.64M	0.72%	20
2016 Q2	$5.49M	Sell	500,000 -500,000	-50%	-$5.49M	1.18%	21
2016 Q1	$11.6M	Hold	1,000,000	–	–	2.91%	10
2015 Q4	$12.3M	Buy	1,000,000 +100,000	+11%	+$1.05M	2.19%	14
2015 Q3	$7.16M	Buy	900,000 +250,000	+38%	+$2.13M	1.24%	22
2015 Q2	$5.99M	Buy	650,000 +200,000	+44%	+$1.99M	0.54%	35
2015 Q1	$4.6K	Buy	+450,000	New	+$3.92M	0.27%	44

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 $145B AUM 34.61% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Serengeti Asset Management's AGRO Position: Q4 2019 in Review

Serengeti Asset Management sold out of Adecoagro (AGRO) in Q4 2019, closing a stake of 250,000 shares — an estimated $1.46M sold.

Serengeti Asset Management first reported a position in AGRO in Q1 2015 and held it in 14 quarters. The position peaked at $12.3M in Q4 2015. 79 funds tracked by Wall St. Rank hold AGRO as of Q4 2019.

Serengeti Asset Management reported no remaining Adecoagro position as of Q4 2019 after selling out during the quarter.
Serengeti Asset Management sold 250,000 Adecoagro shares in Q4 2019, an estimated $1.46M.
Serengeti Asset Management first reported a position in Adecoagro in Q1 2015 and held it in 14 quarters.
Serengeti Asset Management's Adecoagro position peaked at $12.3M in Q4 2015.
79 funds tracked by Wall St. Rank held Adecoagro as of Q4 2019.

Based on Serengeti Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.