Inspire Investing’s American Financial Group AFG Stock Holding History

Inspire Investing’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 Q4	–	Sell	-11,242	Closed	-$1.26M	–	786
2023 Q3	$1.26M	Buy	11,242 +122	+1%	+$14.1K	0.16%	174
2023 Q2	$1.32M	Buy	11,120 +1,252	+13%	+$148K	0.16%	153
2023 Q1	$1.2M	Buy	9,868 +520	+6%	+$68.5K	0.15%	139
2022 Q4	$1.28M	Buy	9,348 +3,600	+63%	+$493K	0.17%	131
2022 Q3	$707K	Sell	5,748 -740	-11%	-$97.1K	0.1%	168
2022 Q2	$901K	Buy	6,488 +4,876	+302%	+$686K	0.12%	147
2022 Q1	$235K	Sell	1,612 -163	-9%	-$22.2K	0.03%	551
2021 Q4	$244K	Buy	1,775 +5	+0.3%	+$687	0.03%	738
2021 Q3	$223K	Buy	+1,770	New	+$231K	0.03%	732

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Inspire Investing's AFG Position: Q4 2023 in Review

Inspire Investing sold out of American Financial Group (AFG) in Q4 2023, closing a stake of 11,242 shares — an estimated $1.26M sold.

Inspire Investing first reported a position in AFG in Q3 2021 and held it in 9 quarters. The position peaked at $1.32M in Q2 2023. 412 funds tracked by Wall St. Rank hold AFG as of Q4 2023.

Inspire Investing reported no remaining American Financial Group position as of Q4 2023 after selling out during the quarter.
Inspire Investing sold 11,242 American Financial Group shares in Q4 2023, an estimated $1.26M.
Inspire Investing first reported a position in American Financial Group in Q3 2021 and held it in 9 quarters.
Inspire Investing's American Financial Group position peaked at $1.32M in Q2 2023.
412 funds tracked by Wall St. Rank held American Financial Group as of Q4 2023.

Based on Inspire Investing's 13F filing for Q4 2023, filed 12 Feb 2024.