mukul agrawal portfolio stocks: What Mukul Agrawal bought & sold during June 2022 quarter

Seasoned investor Mukul Agrawal was busy rejigging his portfolio within the June quarter as he added at the very least 4 new shares to his portfolio, and elevated his stake in one other one.

Alternatively, he trimmed his holdings in a number of underperformers, whereas he probably exited one counter.

Amongst new additions, Mukul Agrawal’s identify was seen on GM Breweries’ key shareholder checklist. He held 2,56,971 shares or a 1.41 per cent stake within the firm by the top of the newest quarter, price Rs 14.7 crore.

Listed firms are obliged to launch the checklist of key shareholders who maintain one per cent stake or extra within the firm on a quarterly foundation as per Sebi norms.

Agrawal additionally purchased contemporary shares price Rs 31.6 crore in Mumbai-based

. He held 370,000 fairness shares or a 2.72 per cent stake within the as of June 30, 2022. It was a part of his portfolio within the September 2019 quarter as nicely.

Agrawal can also be a shareholder within the recently-listed Ethos, the place he held 9,24,121 shares or a 3.96 per cent stake. His portfolio consists of CL Educated, too, as he held 1.14 per cent or 3,21,203 shares of the corporate on the finish of the June 2022 quarter.

He elevated his stake in Delta Corp as he added 2,00,000 shares of the on line casino participant throughout the recently-concluded quarter to personal 32,00,000 fairness shares or a 1.2 per cent stake.

Apparently, Rakesh Jhunjhunwala signalled an exit from the corporate throughout the identical interval as his holding slipped beneath 1 per cent.

Agrawal probably exited

, the place he was holding 33,00,000 fairness shares or a 1.34 per cent stake within the firm as of March 31, 2022. His identify didn’t seem on the important thing shareholders’ checklist for the primary quarter of the continued fiscal.

Agrawal additionally bought about 2.22 lakh shares of Indian Metals & Ferro Alloys as his holding declined to 1.44 per cent from 1.85 per cent throughout the April-June 2022 interval whereas he bought multiple lakh shares of

.

The marquee investor booked revenue in

as he bought 25,000 shares of the corporate throughout the first quarter of FY23 to carry his stake all the way down to 4.76 per cent from 5.06 per cent earlier.

He bought greater than 18,000 shares of Vardhaman steels to chop his stake to 1.23 per cent from 1.28 per cent, whereas offloading about 15,000 shares of KDDL to carry a 3.32 per cent stake within the firm as of June 30, 2022.

He marginally trimmed his stake in firms like PDS, Sarda Vitality & Minerals, Mind Design,

, and as he bought 9,000-35,000 fairness shares of those firms in Q1FY23.

Nonetheless, his holding remained unchanged in LT Meals, Gati,

, Kingfa Science, Neuland Labs, Radico Khaitan, JTEKT India, Ion Alternate, Apollo Pipers, , , , , , , Hindware Dwelling, EKI Vitality and Paras Defence.

In line with the information from Trendlyne, Mukul Agrawal publicly holds 54 shares with a web price near Rs 2,373 crore as per the newest company shareholdings filed thus far.

(Disclaimer: Suggestions, options, views and opinions given by the specialists are their very own. These don’t signify the views of Financial Instances)