Macquarie Group
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Macquarie Group’s Federal Agricultural Mortgage AGM Stock Holding History

Macquarie Group’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
2023
Q1 		– Sell
-1,852
Closed -$209K – 1704
2022
Q4 		$209K Sell
1,852
-8,198
-82% -$943K ﹤0.01% 1601
2022
Q3 		$1.01M Sell
10,050
-2,011
-17% -$213K ﹤0.01% 1417
2022
Q2 		$1.18M Sell
12,061
-1,276
-10% -$131K ﹤0.01% 1448
2022
Q1 		$1.45M Buy
13,337
+2,487
+23% +$304K ﹤0.01% 1457
2021
Q4 		$1.34M Sell
10,850
-4,650
-30% -$572K ﹤0.01% 1484
2021
Q3 		$1.68M Hold
15,500
– – ﹤0.01% 1437
2021
Q2 		$1.53M Buy
15,500
+15,400
+15,400% +$1.56M ﹤0.01% 1498
2021
Q1 		$10K Sell
100
-48
-32% -$4.14K ﹤0.01% 2387
2020
Q4 		$11K Hold
148
– – ﹤0.01% 2293
2020
Q3 		$9K Hold
148
– – ﹤0.01% 2288
2020
Q2 		$9K Buy
+148
New +$9.17K ﹤0.01% 2298
2019
Q1 		– Sell
-100
Closed -$6K – 1644
2018
Q4 		$6K Buy
100
+50
+100% +$3.32K ﹤0.01% 2037
2018
Q3 		$4K Sell
50
-5,739
-99% -$487K ﹤0.01% 2080
2018
Q2 		$518K Sell
5,789
-5,002
-46% -$449K ﹤0.01% 1354
2018
Q1 		$939K Sell
10,791
-450
-4% -$36.5K ﹤0.01% 1196
2017
Q4 		$879K Sell
11,241
-3,999
-26% -$297K ﹤0.01% 1275
2017
Q3 		$1.11M Buy
+15,240
New +$1.03M ﹤0.01% 1179

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group's AGM Position: Q1 2023 in Review

Macquarie Group sold out of Federal Agricultural Mortgage (AGM) in Q1 2023, closing a stake of 1,852 shares — an estimated $209K sold.

Macquarie Group first reported a position in AGM in Q3 2017 and held it in 17 quarters. The position peaked at $1.68M in Q3 2021. 183 funds tracked by Wall St. Rank hold AGM as of Q1 2023.

  • Macquarie Group reported no remaining Federal Agricultural Mortgage position as of Q1 2023 after selling out during the quarter.
  • Macquarie Group sold 1,852 Federal Agricultural Mortgage shares in Q1 2023, an estimated $209K.
  • Macquarie Group first reported a position in Federal Agricultural Mortgage in Q3 2017 and held it in 17 quarters.
  • Macquarie Group's Federal Agricultural Mortgage position peaked at $1.68M in Q3 2021.
  • 183 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2023.

Based on Macquarie Group's 13F filing for Q1 2023, filed 15 May 2023.