LifePlan Financial Group’s American Financial Group AFG Stock Holding History

LifePlan Financial Group’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 Q3	$61K	Hold	914	–	–	0.03%	230
2020 Q2	$58K	Hold	914	–	–	0.03%	229
2020 Q1	$64K	Hold	914	–	–	0.03%	205
2019 Q4	$100K	Hold	914	–	–	0.04%	185
2019 Q3	$99K	Hold	914	–	–	0.05%	183
2019 Q2	$94K	Hold	914	–	–	0.05%	188
2019 Q1	$88K	Sell	914 -252	-22%	-$24.1K	0.05%	193
2018 Q4	$106K	Buy	1,166 +252	+28%	+$25.3K	0.07%	167
2018 Q3	$101K	Hold	914	–	–	0.05%	183
2018 Q2	$98K	Buy	+914	New	+$101K	0.05%	177
2014 Q1	–	Sell	-150	Closed	-$9K	–	258
2013 Q4	$9K	Buy	+150	New	+$8.41K	0.01%	160

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LifePlan Financial Group's AFG Position: Q3 2020 in Review

LifePlan Financial Group held its American Financial Group (AFG) position steady in Q3 2020 at 914 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #230.

LifePlan Financial Group first reported a position in AFG in Q4 2013 and has held it in 11 quarters since. The position peaked at $106K in Q4 2018. 348 funds tracked by Wall St. Rank hold AFG as of Q3 2020.

LifePlan Financial Group held 914 shares of American Financial Group worth $61K as of Q3 2020.
LifePlan Financial Group left its American Financial Group share count unchanged in Q3 2020.
American Financial Group made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #230 holding.
LifePlan Financial Group first reported a position in American Financial Group in Q4 2013 and has held it in 11 quarters since.
LifePlan Financial Group's American Financial Group position peaked at $106K in Q4 2018.
348 funds tracked by Wall St. Rank held American Financial Group as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.