Cresset Asset Management’s American Financial Group AFG Stock Holding History

Cresset Asset Management’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
2024 Q4	–	Sell	-1,798	Closed	-$242K	–	1757
2024 Q3	$242K	Sell	1,798 -176	-9%	-$22.8K	﹤0.01%	1904
2024 Q2	$243K	Sell	1,974 -70	-3%	-$9.01K	﹤0.01%	1815
2024 Q1	$279K	Sell	2,044 -419	-17%	-$52.2K	﹤0.01%	1627
2023 Q4	$293K	Buy	2,463 +84	+4%	+$9.47K	﹤0.01%	1501
2023 Q3	$266K	Buy	+2,379	New	+$275K	﹤0.01%	1487
2019 Q2	–	Sell	-219	Closed	-$21K	–	498
2019 Q1	$21K	Buy	219 +118	+117%	+$11.3K	﹤0.01%	1002
2018 Q4	$9K	Buy	+101	New	+$10.1K	﹤0.01%	869

Other funds holding AFG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFGI4KRSP

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cresset Asset Management's AFG Position: Q4 2024 in Review

Cresset Asset Management sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 1,798 shares — an estimated $242K sold.

Cresset Asset Management first reported a position in AFG in Q4 2018 and held it in 7 quarters. The position peaked at $293K in Q4 2023. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

Cresset Asset Management reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 1,798 American Financial Group shares in Q4 2024, an estimated $242K.
Cresset Asset Management first reported a position in American Financial Group in Q4 2018 and held it in 7 quarters.
Cresset Asset Management's American Financial Group position peaked at $293K in Q4 2023.
452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.