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

Martingale 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
Q4 		– Sell
-2,351
Closed -$441K – 763
2024
Q3 		$441K Sell
2,351
-1,500
-39% -$286K 0.01% 653
2024
Q2 		$696K Sell
3,851
-5,314
-58% -$959K 0.02% 531
2024
Q1 		$1.8M Hold
9,165
– – 0.04% 322
2023
Q4 		$1.75M Buy
9,165
+310
+4% +$50.4K 0.04% 320
2023
Q3 		$1.37M Buy
8,855
+300
+4% +$48.5K 0.03% 348
2023
Q2 		$1.23M Buy
+8,555
New +$1.17M 0.02% 387
2020
Q4 		– Sell
-4,100
Closed -$262K – 868
2020
Q3 		$262K Sell
4,100
-11,701
-74% -$756K ﹤0.01% 929
2020
Q2 		$1.01M Hold
15,801
– – 0.01% 726
2020
Q1 		$880K Buy
15,801
+1,700
+12% +$121K 0.01% 713
2019
Q4 		$1.18M Buy
14,101
+5,400
+62% +$449K 0.01% 729
2019
Q3 		$712K Buy
+8,701
New +$683K 0.01% 828
2018
Q3 		– Sell
-2,902
Closed -$260K – 949
2018
Q2 		$260K Sell
2,902
-1,100
-27% -$98.7K ﹤0.01% 937
2018
Q1 		$349K Sell
4,002
-4,407
-52% -$357K ﹤0.01% 864
2017
Q4 		$658K Buy
+8,409
New +$624K 0.01% 779

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Martingale Asset Management's AGM Position: Q4 2024 in Review

Martingale Asset Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 2,351 shares — an estimated $441K sold.

Martingale Asset Management first reported a position in AGM in Q4 2017 and held it in 14 quarters. The position peaked at $1.8M in Q1 2024. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • Martingale Asset Management reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • Martingale Asset Management sold 2,351 Federal Agricultural Mortgage shares in Q4 2024, an estimated $441K.
  • Martingale Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2017 and held it in 14 quarters.
  • Martingale Asset Management's Federal Agricultural Mortgage position peaked at $1.8M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on Martingale Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.