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Baird’s American Financial Group AFG Stock Holding History

Baird’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$2.97M Buy
46,293
+12,010
+35% +$744K 0.03% 456
2014
Q4 		$2.08M Buy
34,283
+7,722
+29% +$459K 0.02% 537
2014
Q3 		$1.54M Buy
26,561
+325
+1% +$19K 0.02% 528
2014
Q2 		$1.56M Sell
26,236
-809
-3% -$47.1K 0.02% 543
2014
Q1 		$1.56M Buy
27,045
+217
+0.8% +$12.2K 0.02% 520
2013
Q4 		$1.55M Buy
26,828
+516
+2% +$28.9K 0.03% 510
2013
Q3 		$1.42M Sell
26,312
-67
-0.3% -$3.5K 0.03% 502
2013
Q2 		$1.29M Buy
+26,379
New +$1.27M 0.03% 504

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Baird's AFG Position: Q1 2015 in Review

Baird increased its American Financial Group (AFG) stake by 35% in Q1 2015, buying an estimated $744K and bringing the position to 46,293 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #456.

Baird first reported a position in AFG in Q2 2013 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold AFG as of Q1 2015.

  • Baird held 46,293 shares of American Financial Group worth $2.97M as of Q1 2015.
  • Baird bought 12,010 American Financial Group shares in Q1 2015, an estimated $744K.
  • American Financial Group made up 0.03% of Baird's portfolio in Q1 2015, its #456 holding.
  • Baird first reported a position in American Financial Group in Q2 2013 and has held it in 8 quarters since.
  • 281 funds tracked by Wall St. Rank held American Financial Group as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.