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Alpine Woods Capital Investors’s Federal Agricultural Mortgage AGM Stock Holding History

Alpine Woods Capital Investors’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
Q1 		– Sell
-3,005
Closed -$251K – 259
2019
Q4 		$251K Hold
3,005
– – 0.05% 234
2019
Q3 		$245K Buy
+3,005
New +$236K 0.05% 231

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 $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alpine Woods Capital Investors's AGM Position: Q1 2020 in Review

Alpine Woods Capital Investors sold out of Federal Agricultural Mortgage (AGM) in Q1 2020, closing a stake of 3,005 shares — an estimated $251K sold.

Alpine Woods Capital Investors first reported a position in AGM in Q3 2019 and held it in 2 quarters. The position peaked at $251K in Q4 2019. 130 funds tracked by Wall St. Rank hold AGM as of Q1 2020.

  • Alpine Woods Capital Investors reported no remaining Federal Agricultural Mortgage position as of Q1 2020 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 3,005 Federal Agricultural Mortgage shares in Q1 2020, an estimated $251K.
  • Alpine Woods Capital Investors first reported a position in Federal Agricultural Mortgage in Q3 2019 and held it in 2 quarters.
  • Alpine Woods Capital Investors's Federal Agricultural Mortgage position peaked at $251K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2020, filed 4 May 2020.