Itau Unibanco Holding S.A.’s American Financial Group AFG Stock Holding History

Itau Unibanco Holding S.A.’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	-462	Closed	-$51.6K	–	369
2023 Q3	$51.6K	Buy	+462	New	+$53.3K	﹤0.01%	274
2020 Q2	–	Sell	-1,112	Closed	-$78K	–	132
2020 Q1	$78K	Buy	1,112 +480	+76%	+$46.3K	0.01%	156
2019 Q4	$69K	Buy	+632	New	+$67.6K	﹤0.01%	623
2019 Q3	–	Sell	-7,751	Closed	-$794K	–	308
2019 Q2	$794K	Buy	7,751 +6,267	+422%	+$630K	0.04%	137
2019 Q1	$133K	Hold	1,484	–	–	0.01%	286
2018 Q4	$133K	Sell	1,484 -661	-31%	-$66.3K	0.01%	286
2018 Q3	$238K	Sell	2,145 -116	-5%	-$12.9K	0.01%	225
2018 Q2	$243K	Buy	+2,261	New	+$250K	0.03%	247
2018 Q1	–	Sell	-194	Closed	-$21K	–	572
2017 Q4	$21K	Sell	194 -1,393	-88%	-$146K	﹤0.01%	494
2017 Q3	$519K	Buy	1,587 +1,417	+834%	+$144K	0.04%	279
2017 Q2	$17K	Sell	170 -60	-26%	-$5.87K	﹤0.01%	434
2017 Q1	$22K	Buy	230 +160	+229%	+$14.7K	﹤0.01%	382
2016 Q4	$6K	Buy	+70	New	+$5.62K	﹤0.01%	322

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

Itau Unibanco Holding S.A.'s AFG Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of American Financial Group (AFG) in Q4 2023, closing a stake of 462 shares — an estimated $51.6K sold.

Itau Unibanco Holding S.A. first reported a position in AFG in Q4 2016 and held it in 13 quarters. The position peaked at $794K in Q2 2019. 412 funds tracked by Wall St. Rank hold AFG as of Q4 2023.

Itau Unibanco Holding S.A. reported no remaining American Financial Group position as of Q4 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 462 American Financial Group shares in Q4 2023, an estimated $51.6K.
Itau Unibanco Holding S.A. first reported a position in American Financial Group in Q4 2016 and held it in 13 quarters.
Itau Unibanco Holding S.A.'s American Financial Group position peaked at $794K in Q2 2019.
412 funds tracked by Wall St. Rank held American Financial Group as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.