GMO (Jeremy Grantham) — AGCO Trade History
Quarter-by-quarter changes in the AGCO CORP position · CUSIP 001084102
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 381,704 | 93,206 | +32.3% | $45.7M | 0.10% |
| 2026 Q1 | 2026-05-14 | Reduce | 288,498 | -8,582 | -2.9% | $33.4M | 0.09% |
| 2025 Q4 | 2026-02-17 | Add | 297,080 | 19,173 | +6.9% | $31.0M | 0.08% |
| 2025 Q3 | 2025-11-13 | Reduce | 277,907 | -28,730 | -9.4% | $29.8M | 0.08% |
| 2025 Q2 | 2025-08-13 | Reduce | 306,637 | -71,790 | -19.0% | $31.6M | 0.10% |
| 2025 Q1 | 2025-05-14 | Reduce | 378,427 | -65,782 | -14.8% | $35.0M | 0.11% |
| 2024 Q4 | 2025-02-13 | Reduce | 444,209 | -92,406 | -17.2% | $41.5M | 0.14% |
| 2024 Q3 | 2024-11-13 | Reduce | 536,615 | -34,385 | -6.0% | $52.5M | 0.17% |
| 2024 Q2 | 2024-08-13 | Add | 571,000 | 181,675 | +46.7% | $55.9M | 0.19% |
| 2024 Q1 | 2024-05-14 | Add | 389,325 | 32,779 | +9.2% | $47.9M | 0.17% |
| 2023 Q4 | 2024-02-13 | Reduce | 356,546 | -85,436 | -19.3% | $43.3M | 0.19% |
| 2023 Q3 | 2023-11-13 | Reduce | 441,982 | -241,162 | -35.3% | $52.3M | 0.25% |
| 2023 Q2 | 2023-08-14 | Add | 683,144 | 47,421 | +7.5% | $89.8M | 0.42% |
| 2023 Q1 | 2023-05-12 | Reduce | 635,723 | -335,100 | -34.5% | $85.9M | 0.44% |
| 2022 Q4 | 2023-02-13 | Reduce | 970,823 | -29,700 | -3.0% | $134.6M | 0.72% |
| 2022 Q3 | 2022-11-10 | Add | 1,000,523 | 197,594 | +24.6% | $96.2M | 0.56% |
| 2022 Q2 | 2022-08-12 | Add | 802,929 | 62,856 | +8.5% | $79.2M | 0.43% |
| 2022 Q1 | 2022-05-13 | Add | 740,073 | 107,310 | +17.0% | $108.1M | 0.52% |
| 2021 Q4 | 2022-02-11 | Add | 632,763 | 42,245 | +7.2% | $73.4M | 0.35% |
| 2021 Q3 | 2021-11-12 | Add | 590,518 | 191,209 | +47.9% | $72.4M | 0.36% |
| 2021 Q2 | 2021-08-12 | Add | 399,309 | 181,436 | +83.3% | $52.1M | 0.26% |
| 2021 Q1 | 2021-05-13 | Reduce | 217,873 | -3,826 | -1.7% | $31.3M | 0.17% |
| 2020 Q4 | 2021-02-12 | Add | 221,699 | 95,793 | +76.1% | $22.9M | 0.14% |
| 2020 Q3 | 2020-11-13 | Add | 125,906 | 11,721 | +10.3% | $9.4M | 0.07% |
| 2020 Q2 | 2020-08-13 | Reduce | 114,185 | -77,815 | -40.5% | $6.3M | 0.05% |
| 2020 Q1 | 2020-05-14 | Add | 192,000 | 69,400 | +56.6% | $9.1M | 0.08% |
| 2019 Q4 | 2020-02-13 | Add | 122,600 | 32,900 | +36.7% | $9.5M | 0.06% |
| 2019 Q3 | 2019-11-13 | Add | 89,700 | 17,000 | +23.4% | $6.8M | 0.05% |
| 2019 Q2 | 2019-08-13 | Add | 72,700 | 17,600 | +31.9% | $5.6M | 0.04% |
| 2019 Q1 | 2019-05-14 | Add | 55,100 | 14,300 | +35.0% | $3.8M | 0.03% |
| 2018 Q4 | 2019-02-13 | Add | 40,800 | 4,800 | +13.3% | $2.3M | 0.02% |
| 2018 Q3 | 2018-11-14 | Add | 36,000 | 16,500 | +84.6% | $2.2M | 0.01% |
| 2018 Q2 | 2018-08-14 | Reduce | 19,500 | -39,144 | -66.7% | $1.2M | 0.01% |
| 2018 Q1 | 2018-05-15 | Reduce | 58,644 | -10,700 | -15.4% | $3.8M | 0.02% |
| 2017 Q4 | 2018-02-14 | Add | 69,344 | 9,800 | +16.5% | $5.0M | 0.03% |
| 2017 Q3 | 2017-11-14 | Reduce | 59,544 | -12,400 | -17.2% | $4.4M | 0.03% |
| 2017 Q2 | 2017-08-14 | Add | 71,944 | 4,500 | +6.7% | $4.8M | 0.03% |
| 2017 Q1 | 2017-05-15 | Reduce | 67,444 | -44,476 | -39.7% | $4.1M | 0.02% |
| 2016 Q4 | 2017-02-13 | Reduce | 111,920 | -249,024 | -69.0% | $6.5M | 0.04% |
| 2016 Q3 | 2016-11-10 | New | 360,944 | 360,944 | — | $17.8M | 0.08% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.