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Aperio Group’s Federal Agricultural Mortgage AGM Stock Holding History

Aperio Group’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 		$596K Sell
8,031
-116
-1% -$8.07K ﹤0.01% 1877
2020
Q3 		$519K Sell
8,147
-129
-2% -$8.34K ﹤0.01% 1792
2020
Q2 		$530K Buy
8,276
+1,639
+25% +$102K ﹤0.01% 1743
2020
Q1 		$369K Buy
6,637
+3,387
+104% +$241K ﹤0.01% 1801
2019
Q4 		$271K Sell
3,250
-646
-17% -$53.7K ﹤0.01% 2100
2019
Q3 		$318K Sell
3,896
-918
-19% -$72.1K ﹤0.01% 1994
2019
Q2 		$350K Buy
4,814
+127
+3% +$9.35K ﹤0.01% 1951
2019
Q1 		$339K Sell
4,687
-182
-4% -$13.3K ﹤0.01% 1953
2018
Q4 		$294K Buy
4,869
+891
+22% +$59.1K ﹤0.01% 1957
2018
Q3 		$287K Sell
3,978
-28
-0.7% -$2.38K ﹤0.01% 2030
2018
Q2 		$358K Buy
4,006
+28
+0.7% +$2.51K ﹤0.01% 1919
2018
Q1 		$346K Sell
3,978
-49
-1% -$3.97K ﹤0.01% 1880
2017
Q4 		$315K Buy
4,027
+492
+14% +$36.5K ﹤0.01% 1918
2017
Q3 		$257K Buy
3,535
+89
+3% +$6.01K ﹤0.01% 2005
2017
Q2 		$223K Sell
3,446
-1,220
-26% -$73.8K ﹤0.01% 2047
2017
Q1 		$269K Buy
+4,666
New +$270K ﹤0.01% 1875

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

Aperio Group's AGM Position: Q4 2020 in Review

Aperio Group reduced its Federal Agricultural Mortgage (AGM) stake by 1.4% in Q4 2020, selling an estimated $8.07K and leaving 8,031 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Aperio Group first reported a position in AGM in Q1 2017 and has held it in 16 quarters since. 132 funds tracked by Wall St. Rank hold AGM as of Q4 2020.

  • Aperio Group held 8,031 shares of Federal Agricultural Mortgage worth $596K as of Q4 2020.
  • Aperio Group sold 116 Federal Agricultural Mortgage shares in Q4 2020, an estimated $8.07K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1877 holding.
  • Aperio Group first reported a position in Federal Agricultural Mortgage in Q1 2017 and has held it in 16 quarters since.
  • 132 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2020.

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