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Cresset Asset Management’s Federal Agricultural Mortgage AGM Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-2,379
Closed -$446K – 1760
2024
Q3 		$446K Buy
2,379
+26
+1% +$4.96K ﹤0.01% 1589
2024
Q2 		$425K Buy
2,353
+14
+0.6% +$2.53K ﹤0.01% 1523
2024
Q1 		$461K Sell
2,339
-300
-11% -$55.8K ﹤0.01% 1372
2023
Q4 		$505K Buy
2,639
+108
+4% +$17.6K ﹤0.01% 1232
2023
Q3 		$390K Sell
2,531
-296
-10% -$47.9K ﹤0.01% 1309
2023
Q2 		$406K Buy
+2,827
New +$388K ﹤0.01% 1379
2021
Q4 		– Sell
-2,692
Closed -$292K – 1126
2021
Q3 		$292K Sell
2,692
-83
-3% -$8.23K ﹤0.01% 860
2021
Q2 		$275K Sell
2,775
-191
-6% -$19.4K ﹤0.01% 815
2021
Q1 		$299K Buy
2,966
+14
+0.5% +$1.21K ﹤0.01% 677
2020
Q4 		$219K Buy
+2,952
New +$205K ﹤0.01% 677
2020
Q1 		– Sell
-2,620
Closed -$219K – 593
2019
Q4 		$219K Buy
2,620
+22
+0.8% +$1.83K 0.01% 535
2019
Q3 		$212K Buy
+2,598
New +$204K 0.01% 491
2019
Q2 		– Sell
-758
Closed -$55K – 500
2019
Q1 		$55K Buy
758
+230
+44% +$16.8K ﹤0.01% 746
2018
Q4 		$32K Buy
+528
New +$35K ﹤0.01% 606

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cresset Asset Management's AGM Position: Q4 2024 in Review

Cresset Asset Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 2,379 shares — an estimated $446K sold.

Cresset Asset Management first reported a position in AGM in Q4 2018 and held it in 14 quarters. The position peaked at $505K in Q4 2023. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • Cresset Asset Management reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 2,379 Federal Agricultural Mortgage shares in Q4 2024, an estimated $446K.
  • Cresset Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2018 and held it in 14 quarters.
  • Cresset Asset Management's Federal Agricultural Mortgage position peaked at $505K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.