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Whittier Trust’s Federal Agricultural Mortgage AGM Stock Holding History

Whittier Trust’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
2020
Q4 		– Sell
-130
Closed -$8K – 1393
2020
Q3 		$8K Hold
130
– – ﹤0.01% 1157
2020
Q2 		$8K Buy
+130
New +$8.06K ﹤0.01% 1091

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $4.87B AUM 31.21% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $345M AUM 31.27% 1-Year Est. Return

Whittier Trust's AGM Position: Q4 2020 in Review

Whittier Trust sold out of Federal Agricultural Mortgage (AGM) in Q4 2020, closing a stake of 130 shares — an estimated $8K sold.

Whittier Trust first reported a position in AGM in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 132 funds tracked by Wall St. Rank hold AGM as of Q4 2020.

  • Whittier Trust reported no remaining Federal Agricultural Mortgage position as of Q4 2020 after selling out during the quarter.
  • Whittier Trust sold 130 Federal Agricultural Mortgage shares in Q4 2020, an estimated $8K.
  • Whittier Trust first reported a position in Federal Agricultural Mortgage in Q2 2020 and held it in 2 quarters.
  • Whittier Trust's Federal Agricultural Mortgage position peaked at $8K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2020.

Based on Whittier Trust's 13F filing for Q4 2020, filed 29 Jan 2021.