Carroll Financial Associates’s American Financial Group AFG Stock Holding History

Carroll Financial Associates’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
2021 Q4	$37K	Sell	275 -12	-4%	-$1.65K	﹤0.01%	797
2021 Q3	$36K	Buy	287 +5	+2%	+$653	﹤0.01%	829
2021 Q2	$35K	Hold	282	–	–	﹤0.01%	907
2021 Q1	$32K	Buy	282 +12	+4%	+$1.24K	﹤0.01%	880
2020 Q4	$23K	Sell	270 -100	-27%	-$8.2K	﹤0.01%	880
2020 Q3	$24K	Hold	370	–	–	﹤0.01%	813
2020 Q2	$23K	Buy	370 +100	+37%	+$6.44K	﹤0.01%	822
2020 Q1	$18K	Hold	270	–	–	﹤0.01%	799
2019 Q4	$29K	Hold	270	–	–	﹤0.01%	784
2019 Q3	$29K	Buy	+270	New	+$28K	﹤0.01%	730

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carroll Financial Associates's AFG Position: Q4 2021 in Review

Carroll Financial Associates reduced its American Financial Group (AFG) stake by 4.2% in Q4 2021, selling an estimated $1.65K and leaving 275 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Carroll Financial Associates first reported a position in AFG in Q3 2019 and has held it in 10 quarters since. 426 funds tracked by Wall St. Rank hold AFG as of Q4 2021.

Carroll Financial Associates held 275 shares of American Financial Group worth $37K as of Q4 2021.
Carroll Financial Associates sold 12 American Financial Group shares in Q4 2021, an estimated $1.65K.
American Financial Group made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #797 holding.
Carroll Financial Associates first reported a position in American Financial Group in Q3 2019 and has held it in 10 quarters since.
426 funds tracked by Wall St. Rank held American Financial Group as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.