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SBL
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
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Boston Partners
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$95.5B AUM
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1-Year Est. Return
CCM
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$4.5B AUM
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1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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