JIM
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Jupiter Investment Management’s American Financial Group AFG Stock Holding History

Jupiter 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
2019
Q4 		– Sell
-31,447
Closed -$3.39M – 431
2019
Q3 		$3.39M Buy
31,447
+30,847
+5,141% +$3.19M 0.04% 270
2019
Q2 		$61K Buy
600
+595
+11,900% +$59.8K ﹤0.01% 320
2019
Q1 		$0 Sell
5
-55,039
-100% -$5.27M ﹤0.01% 347
2018
Q4 		$4.98M Buy
55,044
+43,263
+367% +$4.34M 0.04% 174
2018
Q3 		$1.31M Buy
+11,781
New +$1.31M 0.01% 248
2017
Q3 		– Sell
-72,009
Closed -$7.16M – 353
2017
Q2 		$7.16M Buy
+72,009
New +$7.05M 0.09% 154
2016
Q4 		– Sell
-9,762
Closed -$732K – 361
2016
Q3 		$732K Buy
9,762
+6,843
+234% +$505K 0.01% 262
2016
Q2 		$215K Sell
2,919
-28,810
-91% -$2.04M ﹤0.01% 369
2016
Q1 		$2.23M Hold
31,729
– – 0.05% 235
2015
Q4 		$2.29M Buy
31,729
+8,297
+35% +$598K 0.06% 159
2015
Q3 		$1.61M Hold
23,432
– – 0.05% 173
2015
Q2 		$1.52M Sell
23,432
-8,515
-27% -$549K 0.04% 146
2015
Q1 		$2.05M Sell
31,947
-63,790
-67% -$3.95M 0.07% 145
2014
Q4 		$5.81M Buy
95,737
+24,881
+35% +$1.48M 0.21% 115
2014
Q3 		$4.1M Buy
70,856
+39,167
+124% +$2.29M 0.2% 108
2014
Q2 		$1.89M Buy
31,689
+12,190
+63% +$710K 0.11% 181
2014
Q1 		$1.13M Buy
+19,499
New +$1.1M 0.08% 224

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
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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's AFG Position: Q4 2019 in Review

Jupiter Investment Management sold out of American Financial Group (AFG) in Q4 2019, closing a stake of 31,447 shares — an estimated $3.39M sold.

Jupiter Investment Management first reported a position in AFG in Q1 2014 and held it in 17 quarters. The position peaked at $7.16M in Q2 2017. 404 funds tracked by Wall St. Rank hold AFG as of Q4 2019.

  • Jupiter Investment Management reported no remaining American Financial Group position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 31,447 American Financial Group shares in Q4 2019, an estimated $3.39M.
  • Jupiter Investment Management first reported a position in American Financial Group in Q1 2014 and held it in 17 quarters.
  • Jupiter Investment Management's American Financial Group position peaked at $7.16M in Q2 2017.
  • 404 funds tracked by Wall St. Rank held American Financial Group as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.