WC
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Walthausen & Co’s Federal Agricultural Mortgage AGM Stock Holding History

Walthausen & Co’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
Q3 		$1.11M Sell
11,190
-21,060
-65% -$2.23M 0.93% 64
2022
Q2 		$3.15M Sell
32,250
-10,070
-24% -$1.04M 1.41% 5
2022
Q1 		$4.59M Sell
42,320
-1,950
-4% -$238K 1.3% 4
2021
Q4 		$5.49M Buy
44,270
+17,330
+64% +$2.13M 1.44% 2
2021
Q3 		$2.92M Sell
26,940
-2,810
-9% -$279K 0.74% 46
2021
Q2 		$2.94M Hold
29,750
– – 0.65% 67
2021
Q1 		$3M Buy
29,750
+1,860
+7% +$161K 0.63% 76
2020
Q4 		$2.07M Buy
27,890
+1,970
+8% +$137K 0.57% 87
2020
Q3 		$1.65M Buy
25,920
+5,550
+27% +$359K 0.34% 98
2020
Q2 		$1.3M Buy
+20,370
New +$1.26M 0.26% 110

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return