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FormulaFolio Investments’s American Financial Group AFG Stock Holding History

FormulaFolio 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
2021
Q2 		$12K Hold
93
– – ﹤0.01% 231
2021
Q1 		$12K Buy
+93
New +$9.61K ﹤0.01% 228
2020
Q1 		– Sell
-3,156
Closed -$346K – 285
2019
Q4 		$346K Sell
3,156
-22
-0.7% -$2.35K 0.01% 282
2019
Q3 		$343K Buy
+3,178
New +$329K 0.01% 262

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

FormulaFolio Investments's AFG Position: Q2 2021 in Review

FormulaFolio Investments held its American Financial Group (AFG) position steady in Q2 2021 at 93 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

FormulaFolio Investments first reported a position in AFG in Q3 2019 and has held it in 4 quarters since. The position peaked at $346K in Q4 2019. 388 funds tracked by Wall St. Rank hold AFG as of Q2 2021.

  • FormulaFolio Investments held 93 shares of American Financial Group worth $12K as of Q2 2021.
  • FormulaFolio Investments left its American Financial Group share count unchanged in Q2 2021.
  • American Financial Group made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #231 holding.
  • FormulaFolio Investments first reported a position in American Financial Group in Q3 2019 and has held it in 4 quarters since.
  • FormulaFolio Investments's American Financial Group position peaked at $346K in Q4 2019.
  • 388 funds tracked by Wall St. Rank held American Financial Group as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.