AFG
SRI icon

American Financial Group’s Stoneridge SRI Stock Holding History

American Financial Group’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-18,945
Closed -$276K – 158
2016
Q1 		$276K Sell
18,945
-2,066
-10% -$26K 0.02% 127
2015
Q4 		$311K Hold
21,011
– – 0.02% 120
2015
Q3 		$259K Hold
21,011
– – 0.02% 144
2015
Q2 		$246K Hold
21,011
– – 0.02% 143
2015
Q1 		$237K Hold
21,011
– – 0.02% 141
2014
Q4 		$270K Sell
21,011
-4,512
-18% -$52.8K 0.02% 134
2014
Q3 		$288K Buy
25,523
+2,973
+13% +$34.6K 0.02% 118
2014
Q2 		$242K Buy
22,550
+2,987
+15% +$31.3K 0.02% 141
2014
Q1 		$220K Buy
19,563
+3,056
+19% +$34.4K 0.02% 135
2013
Q4 		$210K Hold
16,507
– – 0.02% 134
2013
Q3 		$178K Hold
16,507
– – 0.02% 138
2013
Q2 		$192K Buy
+16,507
New +$153K 0.02% 136

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return