NMM
AGM icon

Naples Money Management’s Federal Agricultural Mortgage AGM Stock Holding History

Naples Money 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
Q3 		$2.62K Hold
14
– – ﹤0.01% 287
2024
Q2 		$2.54K Hold
14
– – ﹤0.01% 294
2024
Q1 		$2.76K Hold
14
– – ﹤0.01% 297
2023
Q4 		$2.68K Buy
+14
New +$2.28K ﹤0.01% 300

Other funds holding AGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $57.3B AUM 18.32% 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 $1.61T AUM 30.72% 1-Year Est. Return

Naples Money Management's AGM Position: Q3 2024 in Review

Naples Money Management held its Federal Agricultural Mortgage (AGM) position steady in Q3 2024 at 14 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Naples Money Management first reported a position in AGM in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.76K in Q1 2024. 238 funds tracked by Wall St. Rank hold AGM as of Q3 2024.

  • Naples Money Management held 14 shares of Federal Agricultural Mortgage worth $2.62K as of Q3 2024.
  • Naples Money Management left its Federal Agricultural Mortgage share count unchanged in Q3 2024.
  • Federal Agricultural Mortgage made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #287 holding.
  • Naples Money Management first reported a position in Federal Agricultural Mortgage in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Federal Agricultural Mortgage position peaked at $2.76K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.