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Lee Financial’s American Financial Group AFG Stock Holding History

Lee Financial’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
-14
Closed -$1.92K – 796
2022
Q4 		$1.92K Buy
+14
New +$1.92K ﹤0.01% 703
2022
Q3 		– Sell
-14
Closed -$2K – 810
2022
Q2 		$2K Hold
14
– – ﹤0.01% 659
2022
Q1 		$2K Hold
14
– – ﹤0.01% 610
2021
Q4 		$2K Hold
14
– – ﹤0.01% 697
2021
Q3 		$2K Buy
+14
New +$1.83K ﹤0.01% 581

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

Lee Financial's AFG Position: Q1 2023 in Review

Lee Financial sold out of American Financial Group (AFG) in Q1 2023, closing a stake of 14 shares — an estimated $1.92K sold.

Lee Financial first reported a position in AFG in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 434 funds tracked by Wall St. Rank hold AFG as of Q1 2023.

  • Lee Financial reported no remaining American Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 14 American Financial Group shares in Q1 2023, an estimated $1.92K.
  • Lee Financial first reported a position in American Financial Group in Q3 2021 and held it in 5 quarters.
  • Lee Financial's American Financial Group position peaked at $2K in Q2 2022.
  • 434 funds tracked by Wall St. Rank held American Financial Group as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.