LTI
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Laffer Tengler Investments’s American Financial Group AFG Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-1,180
Closed -$140K – 322
2023
Q2 		$140K Buy
1,180
+3
+0.3% +$354 0.04% 225
2023
Q1 		$143K Buy
1,177
+13
+1% +$1.71K 0.04% 227
2022
Q4 		$160K Buy
+1,164
New +$160K 0.05% 214

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laffer Tengler Investments's AFG Position: Q3 2023 in Review

Laffer Tengler Investments sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 1,180 shares — an estimated $140K sold.

Laffer Tengler Investments first reported a position in AFG in Q4 2022 and held it in 3 quarters. The position peaked at $160K in Q4 2022. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

  • Laffer Tengler Investments reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,180 American Financial Group shares in Q3 2023, an estimated $140K.
  • Laffer Tengler Investments first reported a position in American Financial Group in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's American Financial Group position peaked at $160K in Q4 2022.
  • 393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.