NFJ Investment Group’s Federal Agricultural Mortgage AGM Stock Holding History

NFJ Investment 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	-15,961	Closed	-$1.8M	–	271
2022 Q4	$1.8M	Sell	15,961 -3,795	-19%	-$437K	0.05%	243
2022 Q3	$1.84M	Buy	19,756 +3,304	+20%	+$351K	0.05%	262
2022 Q2	$1.61M	Sell	16,452 -250	-1%	-$25.7K	0.04%	279
2022 Q1	$1.81M	Sell	16,702 -39	-0.2%	-$4.77K	0.04%	295
2021 Q4	$2.08M	Sell	16,741 -675	-4%	-$83.1K	0.04%	312
2021 Q3	$1.89M	Hold	17,416	–	–	0.04%	328
2021 Q2	$1.72M	Buy	17,416 +708	+4%	+$71.8K	0.03%	336
2021 Q1	$1.68M	Buy	+16,708	New	+$1.44M	0.03%	327

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NFJ Investment Group's AGM Position: Q1 2023 in Review

NFJ Investment Group sold out of Federal Agricultural Mortgage (AGM) in Q1 2023, closing a stake of 15,961 shares — an estimated $1.8M sold.

NFJ Investment Group first reported a position in AGM in Q1 2021 and held it in 8 quarters. The position peaked at $2.08M in Q4 2021. 183 funds tracked by Wall St. Rank hold AGM as of Q1 2023.

NFJ Investment Group reported no remaining Federal Agricultural Mortgage position as of Q1 2023 after selling out during the quarter.
NFJ Investment Group sold 15,961 Federal Agricultural Mortgage shares in Q1 2023, an estimated $1.8M.
NFJ Investment Group first reported a position in Federal Agricultural Mortgage in Q1 2021 and held it in 8 quarters.
NFJ Investment Group's Federal Agricultural Mortgage position peaked at $2.08M in Q4 2021.
183 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2023.

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