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Susquehanna Portfolio Strategies’s Federal Agricultural Mortgage AGM Stock Holding History

Susquehanna Portfolio 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
2024
Q4 		– Sell
-1,981
Closed -$371K – 23
2024
Q3 		$371K Sell
1,981
-254
-11% -$48.5K 0.03% 272
2024
Q2 		$404K Sell
2,235
-1,502
-40% -$271K 0.02% 391
2024
Q1 		$736K Sell
3,737
-407
-10% -$75.7K 0.02% 517
2023
Q4 		$792K Buy
+4,144
New +$674K 0.01% 655

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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 $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna Portfolio Strategies's AGM Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Federal Agricultural Mortgage (AGM) in Q4 2024, closing a stake of 1,981 shares — an estimated $371K sold.

Susquehanna Portfolio Strategies first reported a position in AGM in Q4 2023 and held it in 4 quarters. The position peaked at $792K in Q4 2023. 245 funds tracked by Wall St. Rank hold AGM as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining Federal Agricultural Mortgage position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 1,981 Federal Agricultural Mortgage shares in Q4 2024, an estimated $371K.
  • Susquehanna Portfolio Strategies first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Federal Agricultural Mortgage position peaked at $792K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.