Mackenzie Financial
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Mackenzie Financial’s Federal Agricultural Mortgage AGM Stock Holding History

Mackenzie Financial’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
-1,479
Closed -$283K – 1527
2023
Q4 		$283K Buy
+1,479
New +$241K ﹤0.01% 1179

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Dimensional Fund Advisors
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Principal Financial Group
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CCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
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Mackenzie Financial's AGM Position: Q1 2024 in Review

Mackenzie Financial sold out of Federal Agricultural Mortgage (AGM) in Q1 2024, closing a stake of 1,479 shares — an estimated $283K sold.

Mackenzie Financial first reported a position in AGM in Q4 2023 and held it in 1 quarter. The position peaked at $283K in Q4 2023. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2024.

  • Mackenzie Financial reported no remaining Federal Agricultural Mortgage position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 1,479 Federal Agricultural Mortgage shares in Q1 2024, an estimated $283K.
  • Mackenzie Financial first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 1 quarter.
  • Mackenzie Financial's Federal Agricultural Mortgage position peaked at $283K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.