ZIM
AGNC icon

Zacks Investment Management’s AGNC Investment AGNC Stock Holding History

Zacks Investment Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-351,929
Closed -$3.68M – 669
2024
Q3 		$3.68M Sell
351,929
-8,378
-2% -$85.2K 0.03% 257
2024
Q2 		$3.44M Buy
360,307
+7,246
+2% +$69.3K 0.04% 220
2024
Q1 		$3.5M Buy
353,061
+54,536
+18% +$526K 0.04% 246
2023
Q4 		$2.93M Sell
298,525
-41,918
-12% -$368K 0.04% 248
2023
Q3 		$3.21M Sell
340,443
-18,527
-5% -$183K 0.04% 218
2023
Q2 		$3.64M Sell
358,970
-10,774
-3% -$105K 0.05% 212
2023
Q1 		$3.73M Buy
369,744
+13,329
+4% +$145K 0.05% 211
2022
Q4 		$3.69M Buy
+356,415
New +$3.26M 0.05% 218
2021
Q4 		– Sell
-10,904
Closed -$172K – 601
2021
Q3 		$172K Sell
10,904
-321,648
-97% -$5.21M ﹤0.01% 582
2021
Q2 		$5.62M Sell
332,552
-18,095
-5% -$321K 0.09% 175
2021
Q1 		$5.88M Buy
350,647
+22,993
+7% +$372K 0.1% 162
2020
Q4 		$5.11M Buy
327,654
+23,152
+8% +$342K 0.09% 158
2020
Q3 		$4.24M Buy
+304,502
New +$4.19M 0.09% 156
2020
Q2 		– Sell
-134,720
Closed -$1.43M – 503
2020
Q1 		$1.43M Sell
134,720
-112,210
-45% -$1.87M 0.04% 243
2019
Q4 		$4.37M Buy
+246,930
New +$4.2M 0.08% 163
2015
Q2 		– Sell
-59,402
Closed -$1.27M – 620
2015
Q1 		$1.27M Buy
59,402
+21,693
+58% +$469K 0.04% 241
2014
Q4 		$823K Sell
37,709
-7,853
-17% -$177K 0.03% 306
2014
Q3 		$968K Buy
+45,562
New +$1.05M 0.03% 264

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Zacks Investment Management's AGNC Position: Q4 2024 in Review

Zacks Investment Management sold out of AGNC Investment (AGNC) in Q4 2024, closing a stake of 351,929 shares — an estimated $3.68M sold.

Zacks Investment Management first reported a position in AGNC in Q3 2014 and held it in 18 quarters. The position peaked at $5.88M in Q1 2021. 552 funds tracked by Wall St. Rank hold AGNC as of Q4 2024.

  • Zacks Investment Management reported no remaining AGNC Investment position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 351,929 AGNC Investment shares in Q4 2024, an estimated $3.68M.
  • Zacks Investment Management first reported a position in AGNC Investment in Q3 2014 and held it in 18 quarters.
  • Zacks Investment Management's AGNC Investment position peaked at $5.88M in Q1 2021.
  • 552 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.