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Bowling Portfolio Management’s Federal Agricultural Mortgage AGM Stock Holding History

Bowling Portfolio 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
Q3 		– Sell
-10,188
Closed -$652K – 397
2020
Q2 		$652K Sell
10,188
-1,971
-16% -$122K 0.14% 198
2020
Q1 		$676K Sell
12,159
-295
-2% -$21K 0.17% 180
2019
Q4 		$1.04M Buy
+12,454
New +$1.04M 0.18% 191
2018
Q4 		– Sell
-19,486
Closed -$1.41M – 340
2018
Q3 		$1.41M Sell
19,486
-1,778
-8% -$151K 0.2% 185
2018
Q2 		$1.9M Buy
21,264
+8,967
+73% +$805K 0.27% 141
2018
Q1 		$1.07M Sell
12,297
-13,338
-52% -$1.08M 0.15% 226
2017
Q4 		$2.01M Buy
25,635
+5,207
+25% +$386K 0.27% 129
2017
Q3 		$1.49M Sell
20,428
-3,506
-15% -$237K 0.22% 146
2017
Q2 		$1.55M Buy
23,934
+11,083
+86% +$671K 0.23% 125
2017
Q1 		$740K Sell
12,851
-829
-6% -$47.9K 0.12% 199
2016
Q4 		$783K Sell
13,680
-895
-6% -$43.6K 0.12% 146
2016
Q3 		$576K Buy
+14,575
New +$571K 0.08% 194

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $345M AUM 31.27% 1-Year Est. Return

Bowling Portfolio Management's AGM Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2020, closing a stake of 10,188 shares — an estimated $652K sold.

Bowling Portfolio Management first reported a position in AGM in Q3 2016 and held it in 12 quarters. The position peaked at $2.01M in Q4 2017. 135 funds tracked by Wall St. Rank hold AGM as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Federal Agricultural Mortgage position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 10,188 Federal Agricultural Mortgage shares in Q3 2020, an estimated $652K.
  • Bowling Portfolio Management first reported a position in Federal Agricultural Mortgage in Q3 2016 and held it in 12 quarters.
  • Bowling Portfolio Management's Federal Agricultural Mortgage position peaked at $2.01M in Q4 2017.
  • 135 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.