Winton Group’s Federal Agricultural Mortgage AGM Stock Holding History

Winton Group’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
2021 Q4	–	Sell	-3,004	Closed	-$326K	–	996
2021 Q3	$326K	Buy	+3,004	New	+$298K	0.02%	1057
2020 Q2	–	Sell	-7,171	Closed	-$399K	–	1436
2020 Q1	$399K	Sell	7,171 -5,854	-45%	-$416K	0.01%	1094
2019 Q4	$1.09M	Buy	13,025 +10,429	+402%	+$867K	0.02%	1036
2019 Q3	$212K	Sell	2,596 -5,119	-66%	-$402K	﹤0.01%	1376
2019 Q2	$561K	Buy	7,715 +1,272	+20%	+$93.6K	0.01%	629
2019 Q1	$467K	Buy	6,443 +1,327	+26%	+$96.8K	0.01%	609
2018 Q4	$309K	Sell	5,116 -2,443	-32%	-$162K	0.01%	647
2018 Q3	$546K	Sell	7,559 -43	-0.6%	-$3.65K	0.01%	591
2018 Q2	$680K	Sell	7,602 -1,797	-19%	-$161K	0.02%	536
2018 Q1	$818K	Buy	+9,399	New	+$762K	0.02%	582

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

RHJA

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

Winton Group's AGM Position: Q4 2021 in Review

Winton Group sold out of Federal Agricultural Mortgage (AGM) in Q4 2021, closing a stake of 3,004 shares — an estimated $326K sold.

Winton Group first reported a position in AGM in Q1 2018 and held it in 10 quarters. The position peaked at $1.09M in Q4 2019. 170 funds tracked by Wall St. Rank hold AGM as of Q4 2021.

Winton Group reported no remaining Federal Agricultural Mortgage position as of Q4 2021 after selling out during the quarter.
Winton Group sold 3,004 Federal Agricultural Mortgage shares in Q4 2021, an estimated $326K.
Winton Group first reported a position in Federal Agricultural Mortgage in Q1 2018 and held it in 10 quarters.
Winton Group's Federal Agricultural Mortgage position peaked at $1.09M in Q4 2019.
170 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.