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James Hambro & Partners’s American Financial Group AFG Stock Holding History

James Hambro & Partners’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 		– Sell
-7,731
Closed -$882K – 87
2021
Q1 		$882K Buy
7,731
+3,178
+70% +$328K 0.08% 40
2020
Q4 		$399K Buy
+4,553
New +$373K 0.04% 56

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

James Hambro & Partners's AFG Position: Q2 2021 in Review

James Hambro & Partners sold out of American Financial Group (AFG) in Q2 2021, closing a stake of 7,731 shares — an estimated $882K sold.

James Hambro & Partners first reported a position in AFG in Q4 2020 and held it in 2 quarters. The position peaked at $882K in Q1 2021. 388 funds tracked by Wall St. Rank hold AFG as of Q2 2021.

  • James Hambro & Partners reported no remaining American Financial Group position as of Q2 2021 after selling out during the quarter.
  • James Hambro & Partners sold 7,731 American Financial Group shares in Q2 2021, an estimated $882K.
  • James Hambro & Partners first reported a position in American Financial Group in Q4 2020 and held it in 2 quarters.
  • James Hambro & Partners's American Financial Group position peaked at $882K in Q1 2021.
  • 388 funds tracked by Wall St. Rank held American Financial Group as of Q2 2021.

Based on James Hambro & Partners's 13F filing for Q2 2021, filed 20 Jul 2021.