EWM
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Evermay Wealth Management’s American Financial Group AFG Stock Holding History

Evermay Wealth 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
2021
Q3 		– Sell
-413
Closed -$52K – 450
2021
Q2 		$52K Buy
+413
New +$51.6K 0.01% 280

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
State Street
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Evermay Wealth Management's AFG Position: Q3 2021 in Review

Evermay Wealth Management sold out of American Financial Group (AFG) in Q3 2021, closing a stake of 413 shares — an estimated $52K sold.

Evermay Wealth Management first reported a position in AFG in Q2 2021 and held it in 1 quarter. The position peaked at $52K in Q2 2021. 400 funds tracked by Wall St. Rank hold AFG as of Q3 2021.

  • Evermay Wealth Management reported no remaining American Financial Group position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 413 American Financial Group shares in Q3 2021, an estimated $52K.
  • Evermay Wealth Management first reported a position in American Financial Group in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's American Financial Group position peaked at $52K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held American Financial Group as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.