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Kaizen Advisory’s American Financial Group AFG Stock Holding History

Kaizen Advisory’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
2018
Q1 		– Sell
-10,114
Closed -$1.1M – 581
2017
Q4 		$1.1M Buy
+10,114
New +$1.06M 0.66% 74

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kaizen Advisory's AFG Position: Q1 2018 in Review

Kaizen Advisory sold out of American Financial Group (AFG) in Q1 2018, closing a stake of 10,114 shares — an estimated $1.1M sold.

Kaizen Advisory first reported a position in AFG in Q4 2017 and held it in 1 quarter. The position peaked at $1.1M in Q4 2017. 395 funds tracked by Wall St. Rank hold AFG as of Q1 2018.

  • Kaizen Advisory reported no remaining American Financial Group position as of Q1 2018 after selling out during the quarter.
  • Kaizen Advisory sold 10,114 American Financial Group shares in Q1 2018, an estimated $1.1M.
  • Kaizen Advisory first reported a position in American Financial Group in Q4 2017 and held it in 1 quarter.
  • Kaizen Advisory's American Financial Group position peaked at $1.1M in Q4 2017.
  • 395 funds tracked by Wall St. Rank held American Financial Group as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.