ACM
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AUA Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

AUA Capital Management’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
2021
Q2 		– Sell
-3
Closed – – 334
2021
Q1 		$0 Hold
3
– – ﹤0.01% 347
2020
Q4 		$0 Hold
3
– – ﹤0.01% 343
2020
Q3 		$0 Buy
+3
New +$194 ﹤0.01% 328

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

AUA Capital Management's AGM Position: Q2 2021 in Review

AUA Capital Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2021, closing a stake of 3 shares.

AUA Capital Management first reported a position in AGM in Q3 2020 and held it in 3 quarters. The position peaked at $0 in Q1 2021. 139 funds tracked by Wall St. Rank hold AGM as of Q2 2021.

  • AUA Capital Management reported no remaining Federal Agricultural Mortgage position as of Q2 2021 after selling out during the quarter.
  • AUA Capital Management sold 3 Federal Agricultural Mortgage shares in Q2 2021.
  • AUA Capital Management first reported a position in Federal Agricultural Mortgage in Q3 2020 and held it in 3 quarters.
  • AUA Capital Management's Federal Agricultural Mortgage position peaked at $0 in Q1 2021.
  • 139 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2021.

Based on AUA Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.