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Bleichroeder LP’s Federal Agricultural Mortgage AGM Stock Holding History

Bleichroeder 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
2023
Q3 		– Sell
-15,080
Closed -$2.17M – 75
2023
Q2 		$2.17M Buy
+15,080
New +$2.07M 0.44% 29

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bleichroeder LP's AGM Position: Q3 2023 in Review

Bleichroeder LP sold out of Federal Agricultural Mortgage (AGM) in Q3 2023, closing a stake of 15,080 shares — an estimated $2.17M sold.

Bleichroeder LP first reported a position in AGM in Q2 2023 and held it in 1 quarter. The position peaked at $2.17M in Q2 2023. 199 funds tracked by Wall St. Rank hold AGM as of Q3 2023.

  • Bleichroeder LP reported no remaining Federal Agricultural Mortgage position as of Q3 2023 after selling out during the quarter.
  • Bleichroeder LP sold 15,080 Federal Agricultural Mortgage shares in Q3 2023, an estimated $2.17M.
  • Bleichroeder LP first reported a position in Federal Agricultural Mortgage in Q2 2023 and held it in 1 quarter.
  • Bleichroeder LP's Federal Agricultural Mortgage position peaked at $2.17M in Q2 2023.
  • 199 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2023.

Based on Bleichroeder LP's 13F filing for Q3 2023, filed 9 Nov 2023.