Bogle Investment Management’s Federal Agricultural Mortgage AGM Stock Holding History

Bogle Investment 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
2020 Q2	–	Sell	-22,464	Closed	-$1.25M	–	307
2020 Q1	$1.25M	Buy	22,464 +17,674	+369%	+$1.26M	0.13%	159
2019 Q4	$400K	Sell	4,790 -710	-13%	-$59K	0.04%	233
2019 Q3	$449K	Buy	+5,500	New	+$432K	0.04%	236
2018 Q3	–	Sell	-10,354	Closed	-$926K	–	267
2018 Q2	$926K	Buy	10,354 +2,300	+29%	+$206K	0.07%	217
2018 Q1	$701K	Buy	+8,054	New	+$653K	0.05%	255
2017 Q4	–	Sell	-12,806	Closed	-$931K	–	279
2017 Q3	$931K	Sell	12,806 -28,819	-69%	-$1.95M	0.06%	239
2017 Q2	$2.69M	Buy	41,625 +8,476	+26%	+$513K	0.2%	133
2017 Q1	$1.91M	Sell	33,149 -6,667	-17%	-$385K	0.13%	155
2016 Q4	$2.28M	Sell	39,816 -660	-2%	-$32.1K	0.16%	162
2016 Q3	$1.6M	Buy	40,476 +34,313	+557%	+$1.34M	0.12%	185
2016 Q2	$214K	Sell	6,163 -36,071	-85%	-$1.34M	0.01%	363
2016 Q1	$1.59M	Buy	+42,234	New	+$1.37M	0.11%	193

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Bogle Investment Management's AGM Position: Q2 2020 in Review

Bogle Investment Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2020, closing a stake of 22,464 shares — an estimated $1.25M sold.

Bogle Investment Management first reported a position in AGM in Q1 2016 and held it in 12 quarters. The position peaked at $2.69M in Q2 2017. 130 funds tracked by Wall St. Rank hold AGM as of Q2 2020.

Bogle Investment Management reported no remaining Federal Agricultural Mortgage position as of Q2 2020 after selling out during the quarter.
Bogle Investment Management sold 22,464 Federal Agricultural Mortgage shares in Q2 2020, an estimated $1.25M.
Bogle Investment Management first reported a position in Federal Agricultural Mortgage in Q1 2016 and held it in 12 quarters.
Bogle Investment Management's Federal Agricultural Mortgage position peaked at $2.69M in Q2 2017.
130 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.