Lazard Asset Management
AGM icon

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

Lazard 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
Q1 		– Sell
-1,176
Closed -$224K – 2022
2023
Q4 		$224K Sell
1,176
-2,512
-68% -$409K ﹤0.01% 1345
2023
Q3 		$569K Sell
3,688
-3,345
-48% -$541K ﹤0.01% 1113
2023
Q2 		$1.01M Buy
7,033
+6,758
+2,457% +$927K ﹤0.01% 988
2023
Q1 		$36K Hold
275
– – ﹤0.01% 1887
2022
Q4 		$30K Hold
275
– – ﹤0.01% 2015
2022
Q3 		$27K Hold
275
– – ﹤0.01% 2005
2022
Q2 		$26K Buy
+275
New +$28.3K ﹤0.01% 2048
2022
Q1 		– Sell
-211
Closed -$26K – 2310
2021
Q4 		$26K Buy
+211
New +$26K ﹤0.01% 1978
2021
Q1 		– Sell
-471
Closed -$34K – 1838
2020
Q4 		$34K Hold
471
– – ﹤0.01% 1514
2020
Q3 		$29K Buy
+471
New +$30.4K ﹤0.01% 1334
2020
Q2 		– Sell
-732
Closed -$40K – 1607
2020
Q1 		$40K Buy
732
+557
+318% +$39.6K ﹤0.01% 1265
2019
Q4 		$14K Hold
175
– – ﹤0.01% 1319
2019
Q3 		$14K Buy
+175
New +$13.7K ﹤0.01% 1170

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Lazard Asset Management's AGM Position: Q1 2024 in Review

Lazard Asset Management sold out of Federal Agricultural Mortgage (AGM) in Q1 2024, closing a stake of 1,176 shares — an estimated $224K sold.

Lazard Asset Management first reported a position in AGM in Q3 2019 and held it in 13 quarters. The position peaked at $1.01M in Q2 2023. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2024.

  • Lazard Asset Management reported no remaining Federal Agricultural Mortgage position as of Q1 2024 after selling out during the quarter.
  • Lazard Asset Management sold 1,176 Federal Agricultural Mortgage shares in Q1 2024, an estimated $224K.
  • Lazard Asset Management first reported a position in Federal Agricultural Mortgage in Q3 2019 and held it in 13 quarters.
  • Lazard Asset Management's Federal Agricultural Mortgage position peaked at $1.01M in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2024.

Based on Lazard Asset Management's 13F filing for Q1 2024, filed 14 May 2024.