ZIM
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Zacks Investment Management’s Federal Agricultural Mortgage AGM Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-1,970
Closed -$388K – 619
2024
Q1 		$388K Hold
1,970
– – ﹤0.01% 509
2023
Q4 		$377K Hold
1,970
– – ﹤0.01% 496
2023
Q3 		$304K Buy
+1,970
New +$319K ﹤0.01% 510

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Zacks Investment Management's AGM Position: Q2 2024 in Review

Zacks Investment Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2024, closing a stake of 1,970 shares — an estimated $388K sold.

Zacks Investment Management first reported a position in AGM in Q3 2023 and held it in 3 quarters. The position peaked at $388K in Q1 2024. 223 funds tracked by Wall St. Rank hold AGM as of Q2 2024.

  • Zacks Investment Management reported no remaining Federal Agricultural Mortgage position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 1,970 Federal Agricultural Mortgage shares in Q2 2024, an estimated $388K.
  • Zacks Investment Management first reported a position in Federal Agricultural Mortgage in Q3 2023 and held it in 3 quarters.
  • Zacks Investment Management's Federal Agricultural Mortgage position peaked at $388K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.