Sargent Bickham Lagudis’s Federal Agricultural Mortgage AGM Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$10.7K	Hold	95	–	–	﹤0.01%	717
2022 Q3	$9K	Hold	95	–	–	﹤0.01%	694
2022 Q2	$9K	Hold	95	–	–	﹤0.01%	704
2022 Q1	$10K	Sell	95 -78	-45%	-$9.54K	﹤0.01%	702
2021 Q4	$21K	Hold	173	–	–	﹤0.01%	592
2021 Q3	$19K	Hold	173	–	–	﹤0.01%	606
2021 Q2	$17K	Hold	173	–	–	﹤0.01%	630
2021 Q1	$17K	Sell	173 -127	-42%	-$11K	﹤0.01%	608
2020 Q4	$22K	Hold	300	–	–	﹤0.01%	544
2020 Q3	$19K	Hold	300	–	–	﹤0.01%	515
2020 Q2	$19K	Hold	300	–	–	﹤0.01%	495
2020 Q1	$17K	Hold	300	–	–	﹤0.01%	487
2019 Q4	$25K	Hold	300	–	–	﹤0.01%	490
2019 Q3	$24K	Hold	300	–	–	﹤0.01%	440
2019 Q2	$22K	Hold	300	–	–	﹤0.01%	473
2019 Q1	$22K	Hold	300	–	–	﹤0.01%	499
2018 Q4	$18K	Buy	+300	New	+$19.9K	﹤0.01%	501

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sargent Bickham Lagudis's AGM Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Federal Agricultural Mortgage (AGM) position steady in Q4 2022 at 95 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Sargent Bickham Lagudis first reported a position in AGM in Q4 2018 and has held it in 17 quarters since. The position peaked at $25K in Q4 2019. 182 funds tracked by Wall St. Rank hold AGM as of Q4 2022.

Sargent Bickham Lagudis held 95 shares of Federal Agricultural Mortgage worth $10.7K as of Q4 2022.
Sargent Bickham Lagudis left its Federal Agricultural Mortgage share count unchanged in Q4 2022.
Federal Agricultural Mortgage made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #717 holding.
Sargent Bickham Lagudis first reported a position in Federal Agricultural Mortgage in Q4 2018 and has held it in 17 quarters since.
Sargent Bickham Lagudis's Federal Agricultural Mortgage position peaked at $25K in Q4 2019.
182 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.