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Jackson Creek Investment Advisors’s American Financial Group AFG Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-2,368
Closed -$325K – 301
2022
Q4 		$325K Sell
2,368
-245
-9% -$33.6K 0.14% 269
2022
Q3 		$321K Sell
2,613
-34
-1% -$4.46K 0.15% 265
2022
Q2 		$354K Buy
+2,647
New +$372K 0.14% 273

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
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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Jackson Creek Investment Advisors's AFG Position: Q1 2023 in Review

Jackson Creek Investment Advisors sold out of American Financial Group (AFG) in Q1 2023, closing a stake of 2,368 shares — an estimated $325K sold.

Jackson Creek Investment Advisors first reported a position in AFG in Q2 2022 and held it in 3 quarters. The position peaked at $354K in Q2 2022. 434 funds tracked by Wall St. Rank hold AFG as of Q1 2023.

  • Jackson Creek Investment Advisors reported no remaining American Financial Group position as of Q1 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 2,368 American Financial Group shares in Q1 2023, an estimated $325K.
  • Jackson Creek Investment Advisors first reported a position in American Financial Group in Q2 2022 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's American Financial Group position peaked at $354K in Q2 2022.
  • 434 funds tracked by Wall St. Rank held American Financial Group as of Q1 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.