OQS
AGM icon

Occudo Quantitative Strategies’s Federal Agricultural Mortgage AGM Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-1,821
Closed -$243K – 984
2023
Q1 		$243K Sell
1,821
-5,217
-74% -$685K 0.02% 705
2022
Q4 		$793K Buy
+7,038
New +$810K 0.09% 357

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 $4.34B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Occudo Quantitative Strategies's AGM Position: Q2 2023 in Review

Occudo Quantitative Strategies sold out of Federal Agricultural Mortgage (AGM) in Q2 2023, closing a stake of 1,821 shares — an estimated $243K sold.

Occudo Quantitative Strategies first reported a position in AGM in Q4 2022 and held it in 2 quarters. The position peaked at $793K in Q4 2022. 193 funds tracked by Wall St. Rank hold AGM as of Q2 2023.

  • Occudo Quantitative Strategies reported no remaining Federal Agricultural Mortgage position as of Q2 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 1,821 Federal Agricultural Mortgage shares in Q2 2023, an estimated $243K.
  • Occudo Quantitative Strategies first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Federal Agricultural Mortgage position peaked at $793K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.