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

Hillsdale 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
2021
Q1 		– Sell
-5,300
Closed -$465K – 529
2020
Q4 		$465K Buy
+5,300
New +$435K 0.04% 362
2020
Q1 		– Sell
-50
Closed -$5K – 592
2019
Q4 		$5K Hold
50
– – ﹤0.01% 522
2019
Q3 		$5K Buy
50
+5
+11% +$518 ﹤0.01% 546
2019
Q2 		$5K Hold
45
– – ﹤0.01% 523
2019
Q1 		$4K Buy
45
+15
+50% +$1.44K ﹤0.01% 536
2018
Q4 		$3K Sell
30
-535
-95% -$53.7K ﹤0.01% 522
2018
Q3 		$63K Sell
565
-2,920
-84% -$325K 0.01% 288
2018
Q2 		$374K Buy
3,485
+3,465
+17,325% +$384K 0.05% 257
2018
Q1 		$2K Hold
20
– – ﹤0.01% 430
2017
Q4 		$2K Sell
20
-80
-80% -$8.4K ﹤0.01% 446
2017
Q3 		$10K Sell
100
-20
-17% -$2.03K ﹤0.01% 351
2017
Q2 		$12K Buy
120
+70
+140% +$6.85K ﹤0.01% 338
2017
Q1 		$5K Hold
50
– – ﹤0.01% 385
2016
Q4 		$4K Hold
50
– – ﹤0.01% 396
2016
Q3 		$4K Sell
50
-20
-29% -$1.48K ﹤0.01% 417
2016
Q2 		$5K Hold
70
– – ﹤0.01% 423
2016
Q1 		$5K Sell
70
-5
-7% -$343 ﹤0.01% 400
2015
Q4 		$5K Sell
75
-4,725
-98% -$340K ﹤0.01% 407
2015
Q3 		$331K Sell
4,800
-900
-16% -$62.2K 0.11% 179
2015
Q2 		$371K Buy
5,700
+600
+12% +$38.7K 0.11% 170
2015
Q1 		$327K Hold
5,100
– – 0.08% 258
2014
Q4 		$310K Buy
5,100
+1,000
+24% +$59.5K 0.08% 230
2014
Q3 		$237K Buy
4,100
+100
+3% +$5.85K 0.08% 266
2014
Q2 		$238K Buy
4,000
+200
+5% +$11.7K 0.05% 294
2014
Q1 		$219K Sell
3,800
-1,800
-32% -$101K 0.06% 297
2013
Q4 		$323K Buy
5,600
+900
+19% +$50.4K 0.09% 166
2013
Q3 		$254K Buy
+4,700
New +$246K 0.08% 252

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hillsdale Investment Management's AFG Position: Q1 2021 in Review

Hillsdale Investment Management sold out of American Financial Group (AFG) in Q1 2021, closing a stake of 5,300 shares — an estimated $465K sold.

Hillsdale Investment Management first reported a position in AFG in Q3 2013 and held it in 27 quarters. The position peaked at $465K in Q4 2020. 389 funds tracked by Wall St. Rank hold AFG as of Q1 2021.

  • Hillsdale Investment Management reported no remaining American Financial Group position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 5,300 American Financial Group shares in Q1 2021, an estimated $465K.
  • Hillsdale Investment Management first reported a position in American Financial Group in Q3 2013 and held it in 27 quarters.
  • Hillsdale Investment Management's American Financial Group position peaked at $465K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held American Financial Group as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.