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Cerity Partners OCIO’s American Financial Group AFG Stock Holding History

Cerity Partners OCIO’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
2022
Q4 		$233K Buy
1,700
+22
+1% +$3.02K 0.01% 389
2022
Q3 		$206K Buy
1,678
+144
+9% +$18.9K 0.01% 400
2022
Q2 		$213K Buy
1,534
+73
+5% +$10.3K 0.01% 392
2022
Q1 		$213K Buy
+1,461
New +$199K 0.01% 401

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Cerity Partners OCIO's AFG Position: Q4 2022 in Review

Cerity Partners OCIO increased its American Financial Group (AFG) stake by 1.3% in Q4 2022, buying an estimated $3.02K and bringing the position to 1,700 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #389.

Cerity Partners OCIO first reported a position in AFG in Q1 2022 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold AFG as of Q4 2022.

  • Cerity Partners OCIO held 1,700 shares of American Financial Group worth $233K as of Q4 2022.
  • Cerity Partners OCIO bought 22 American Financial Group shares in Q4 2022, an estimated $3.02K.
  • American Financial Group made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #389 holding.
  • Cerity Partners OCIO first reported a position in American Financial Group in Q1 2022 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held American Financial Group as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.