WG
AGM icon

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
BlackRock New York $5.7T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return