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AJO LP’s Federal Agricultural Mortgage AGM Stock Holding History

AJO LP’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,334
Closed -$275K – 278
2020
Q3 		$275K Buy
4,334
+1,674
+63% +$108K ﹤0.01% 591
2020
Q2 		$170K Buy
+2,660
New +$165K ﹤0.01% 594
2018
Q1 		– Sell
-4,191
Closed -$328K – 615
2017
Q4 		$328K Sell
4,191
-6,703
-62% -$497K ﹤0.01% 563
2017
Q3 		$792K Sell
10,894
-88,866
-89% -$6M ﹤0.01% 496
2017
Q2 		$6.45M Sell
99,760
-42,603
-30% -$2.58M 0.03% 275
2017
Q1 		$8.2M Sell
142,363
-41,795
-23% -$2.42M 0.03% 235
2016
Q4 		$10.5M Sell
184,158
-44,509
-19% -$2.17M 0.04% 205
2016
Q3 		$9.03M Buy
228,667
+65,554
+40% +$2.57M 0.04% 232
2016
Q2 		$5.68M Buy
163,113
+59,561
+58% +$2.21M 0.03% 262
2016
Q1 		$3.91M Buy
103,552
+19,850
+24% +$644K 0.02% 293
2015
Q4 		$2.64M Buy
83,702
+74,662
+826% +$2.25M 0.01% 346
2015
Q3 		$234K Sell
9,040
-680
-7% -$18K ﹤0.01% 487
2015
Q2 		$282K Buy
+9,720
New +$307K ﹤0.01% 492

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return

AJO LP's AGM Position: Q4 2020 in Review

AJO LP sold out of Federal Agricultural Mortgage (AGM) in Q4 2020, closing a stake of 4,334 shares — an estimated $275K sold.

AJO LP first reported a position in AGM in Q2 2015 and held it in 13 quarters. The position peaked at $10.5M in Q4 2016. 132 funds tracked by Wall St. Rank hold AGM as of Q4 2020.

  • AJO LP reported no remaining Federal Agricultural Mortgage position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 4,334 Federal Agricultural Mortgage shares in Q4 2020, an estimated $275K.
  • AJO LP first reported a position in Federal Agricultural Mortgage in Q2 2015 and held it in 13 quarters.
  • AJO LP's Federal Agricultural Mortgage position peaked at $10.5M in Q4 2016.
  • 132 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.