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Jackson Creek Investment Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-5,694
Closed -$1.09M – 298
2023
Q4 		$1.09M Sell
5,694
-3
-0.1% -$488 0.42% 76
2023
Q3 		$879K Buy
+5,697
New +$922K 0.37% 130

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Jackson Creek Investment Advisors's AGM Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2024, closing a stake of 5,694 shares — an estimated $1.09M sold.

Jackson Creek Investment Advisors first reported a position in AGM in Q3 2023 and held it in 2 quarters. The position peaked at $1.09M in Q4 2023. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,694 Federal Agricultural Mortgage shares in Q1 2024, an estimated $1.09M.
  • Jackson Creek Investment Advisors first reported a position in Federal Agricultural Mortgage in Q3 2023 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Federal Agricultural Mortgage position peaked at $1.09M in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.