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Disciplined Investments’s American Financial Group AFG Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-18
Closed -$2.14K – 141
2023
Q2 		$2.14K Buy
18
+3
+20% +$354 ﹤0.01% 639
2023
Q1 		$1.82K Sell
15
-5
-25% -$659 ﹤0.01% 706
2022
Q4 		$2.75K Sell
20
-2
-9% -$274 ﹤0.01% 515
2022
Q3 		$3K Buy
22
+3
+16% +$394 ﹤0.01% 484
2022
Q2 		$3K Hold
19
– – ﹤0.01% 505
2022
Q1 		$3K Buy
+19
New +$2.59K ﹤0.01% 536

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Disciplined Investments's AFG Position: Q3 2023 in Review

Disciplined Investments sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 18 shares — an estimated $2.14K sold.

Disciplined Investments first reported a position in AFG in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

  • Disciplined Investments reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 American Financial Group shares in Q3 2023, an estimated $2.14K.
  • Disciplined Investments first reported a position in American Financial Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's American Financial Group position peaked at $3K in Q3 2022.
  • 393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.