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Lenox Wealth Management’s American Financial Group AFG Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-333
Closed -$23K – 740
2020
Q1 		$23K Sell
333
-303
-48% -$29.2K 0.01% 313
2019
Q4 		$70K Buy
636
+138
+28% +$14.8K 0.02% 247
2019
Q3 		$53K Buy
498
+51
+11% +$5.28K 0.02% 259
2019
Q2 		$45K Buy
447
+79
+21% +$7.95K 0.01% 257
2019
Q1 		$35K Sell
368
-129
-26% -$12.4K 0.01% 270
2018
Q4 		$45K Buy
497
+3
+0.6% +$301 0.02% 218
2018
Q3 		$55K Sell
494
-399
-45% -$44.4K 0.02% 224
2018
Q2 		$96K Buy
893
+77
+9% +$8.53K 0.03% 173
2018
Q1 		$91K Buy
816
+139
+21% +$15.5K 0.03% 175
2017
Q4 		$73K Buy
677
+3
+0.4% +$315 0.02% 179
2017
Q3 		$69K Buy
674
+2
+0.3% +$203 0.02% 192
2017
Q2 		$67K Buy
672
+1
+0.1% +$98 0.03% 183
2017
Q1 		$64K Buy
671
+81
+14% +$7.42K 0.05% 81
2016
Q4 		$52K Buy
590
+240
+69% +$19.3K 0.04% 105
2016
Q3 		$26K Buy
350
+69
+25% +$5.09K 0.02% 132
2016
Q2 		$21K Buy
281
+1
+0.4% +$71 0.02% 139
2016
Q1 		$20K Buy
280
+88
+46% +$6.03K 0.01% 145
2015
Q4 		$14K Buy
+192
New +$13.8K 0.01% 159

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Management's AFG Position: Q2 2020 in Review

Lenox Wealth Management sold out of American Financial Group (AFG) in Q2 2020, closing a stake of 333 shares — an estimated $23K sold.

Lenox Wealth Management first reported a position in AFG in Q4 2015 and held it in 18 quarters. The position peaked at $96K in Q2 2018. 369 funds tracked by Wall St. Rank hold AFG as of Q2 2020.

  • Lenox Wealth Management reported no remaining American Financial Group position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 333 American Financial Group shares in Q2 2020, an estimated $23K.
  • Lenox Wealth Management first reported a position in American Financial Group in Q4 2015 and held it in 18 quarters.
  • Lenox Wealth Management's American Financial Group position peaked at $96K in Q2 2018.
  • 369 funds tracked by Wall St. Rank held American Financial Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.