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Foresters Investment Management’s American Financial Group AFG Stock Holding History

Foresters Investment 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
2019
Q3 		$21.5M Buy
199,100
+5,300
+3% +$549K 0.43% 75
2019
Q2 		$19.9M Buy
193,800
+5,600
+3% +$563K 0.36% 89
2019
Q1 		$18.1M Buy
188,200
+3,900
+2% +$373K 0.32% 106
2018
Q4 		$16.7M Buy
184,300
+2,800
+2% +$281K 0.31% 112
2018
Q3 		$20.1M Buy
181,500
+1,300
+0.7% +$145K 0.32% 110
2018
Q2 		$19.3M Sell
180,200
-32,800
-15% -$3.63M 0.33% 110
2018
Q1 		$23.9M Buy
213,000
+2,000
+0.9% +$224K 0.4% 92
2017
Q4 		$22.9M Buy
211,000
+1,632
+0.8% +$171K 0.36% 102
2017
Q3 		$21.7M Buy
209,368
+4,868
+2% +$495K 0.35% 106
2017
Q2 		$20.3M Sell
204,500
-2,500
-1% -$245K 0.34% 106
2017
Q1 		$19.8M Buy
207,000
+1,500
+0.7% +$138K 0.35% 111
2016
Q4 		$18M Buy
205,500
+4,000
+2% +$321K 0.32% 117
2016
Q3 		$15.1M Buy
201,500
+500
+0.2% +$36.9K 0.28% 123
2016
Q2 		$14.9M Sell
201,000
-11,000
-5% -$779K 0.29% 119
2016
Q1 		$14.9M Buy
212,000
+1,500
+0.7% +$103K 0.3% 116
2015
Q4 		$15.2M Buy
210,500
+3,000
+1% +$216K 0.31% 119
2015
Q3 		$14.3M Buy
207,500
+3,225
+2% +$223K 0.3% 121
2015
Q2 		$13.3M Buy
204,275
+2,800
+1% +$181K 0.25% 136
2015
Q1 		$12.9M Buy
201,475
+1,425
+0.7% +$88.3K 0.25% 137
2014
Q4 		$12.1M Buy
200,050
+1,600
+0.8% +$95.2K 0.24% 138
2014
Q3 		$11.5M Buy
198,450
+200
+0.1% +$11.7K 0.24% 142
2014
Q2 		$11.8M Buy
198,250
+1,000
+0.5% +$58.3K 0.24% 146
2014
Q1 		$11.4M Buy
197,250
+925
+0.5% +$52.1K 0.25% 143
2013
Q4 		$11.3M Sell
196,325
-1,475
-0.7% -$82.7K 0.25% 137
2013
Q3 		$10.7M Buy
+197,800
New +$10.3M 0.26% 130

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's AFG Position: Q3 2019 in Review

Foresters Investment Management increased its American Financial Group (AFG) stake by 2.7% in Q3 2019, buying an estimated $549K and bringing the position to 199,100 shares worth $21.5M. The position accounts for 0.43% of the portfolio, ranked #75.

Foresters Investment Management first reported a position in AFG in Q3 2013 and has held it in 25 quarters since. The position peaked at $23.9M in Q1 2018. 396 funds tracked by Wall St. Rank hold AFG as of Q3 2019.

  • Foresters Investment Management held 199,100 shares of American Financial Group worth $21.5M as of Q3 2019.
  • Foresters Investment Management bought 5,300 American Financial Group shares in Q3 2019, an estimated $549K.
  • American Financial Group made up 0.43% of Foresters Investment Management's portfolio in Q3 2019, its #75 holding.
  • Foresters Investment Management first reported a position in American Financial Group in Q3 2013 and has held it in 25 quarters since.
  • Foresters Investment Management's American Financial Group position peaked at $23.9M in Q1 2018.
  • 396 funds tracked by Wall St. Rank held American Financial Group as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.