Formidable Asset Management’s FANNIE MAE FNM Stock Holding History

Formidable Asset Management’s Portfolio FNM Stock Details FNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$6.19K	–	317
2023 Q3	$6.19K	Hold	10,000	–	–	﹤0.01%	289
2023 Q2	$4K	Hold	10,000	–	–	﹤0.01%	293
2023 Q1	$4K	Buy	+10,000	New	+$4K	﹤0.01%	316
2022 Q4	–	Sell	-10,000	Closed	-$5K	–	334
2022 Q3	$5K	Hold	10,000	–	–	﹤0.01%	304
2022 Q2	$4K	Hold	10,000	–	–	﹤0.01%	314
2022 Q1	$8K	Sell	10,000 -1,000	-9%	-$800	﹤0.01%	343
2021 Q4	$10K	Hold	11,000	–	–	﹤0.01%	318
2021 Q3	$9K	Hold	11,000	–	–	﹤0.01%	360
2021 Q2	$15K	Sell	11,000 -4,850	-31%	-$6.61K	﹤0.01%	309
2021 Q1	$32K	Buy	15,850 +1,000	+7%	+$2.02K	0.01%	293
2020 Q4	$35K	Sell	14,850 -5,000	-25%	-$11.8K	0.01%	275
2020 Q3	$39K	Sell	19,850 -6,000	-23%	-$11.8K	0.01%	254
2020 Q2	$55K	Buy	25,850 +2,000	+8%	+$4.25K	0.02%	261
2020 Q1	$38K	Buy	+23,850	New	+$38K	0.02%	206
2019 Q4	–	Sell	-45,850	Closed	-$161K	–	254
2019 Q3	$161K	Buy	+45,850	New	+$161K	0.15%	100
2018 Q1	–	Sell	-115,600	Closed	-$307K	–	125
2017 Q4	$307K	Sell	115,600 -4,500	-4%	-$12K	0.14%	93
2017 Q3	$358K	Hold	120,100	–	–	0.15%	136
2017 Q2	$280K	Sell	120,100 -2,000	-2%	-$4.66K	0.14%	128
2017 Q1	$331K	Sell	122,100 -575	-0.5%	-$1.56K	0.14%	134
2016 Q4	$479K	Buy	122,675 +72,675	+145%	+$284K	0.24%	106
2016 Q3	$85K	Buy	+50,000	New	+$85K	0.04%	163
2015 Q3	–	Sell	-20,000	Closed	-$47K	–	674
2015 Q2	$47K	Buy	+20,000	New	+$47K	0.03%	221

Other funds holding FNM

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CIA

Cladis Investment Advisory Billings, Montana $182M AUM 33.3% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Formidable Asset Management's FNM Position: Q4 2023 in Review

Formidable Asset Management sold out of FANNIE MAE (FNM) in Q4 2023, closing a stake of 10,000 shares — an estimated $6.19K sold.

Formidable Asset Management first reported a position in FNM in Q2 2015 and held it in 22 quarters. The position peaked at $479K in Q4 2016. 16 funds tracked by Wall St. Rank hold FNM as of Q4 2023.

Formidable Asset Management reported no remaining FANNIE MAE position as of Q4 2023 after selling out during the quarter.
Formidable Asset Management sold 10,000 FANNIE MAE shares in Q4 2023, an estimated $6.19K.
Formidable Asset Management first reported a position in FANNIE MAE in Q2 2015 and held it in 22 quarters.
Formidable Asset Management's FANNIE MAE position peaked at $479K in Q4 2016.
16 funds tracked by Wall St. Rank held FANNIE MAE as of Q4 2023.

Based on Formidable Asset Management's 13F filing for Q4 2023, filed 7 Feb 2024.