Monument Capital Management’s American Financial Group AFG Stock Holding History

Monument Capital 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 Q1	–	Sell	-18,363	Closed	-$2.01M	–	70
2019 Q4	$2.01M	Buy	18,363 +360	+2%	+$38.5K	1.03%	49
2019 Q3	$1.94M	Sell	18,003 -911	-5%	-$94.3K	1.05%	46
2019 Q2	$1.95M	Sell	18,914 -606	-3%	-$60.9K	1.05%	47
2019 Q1	$1.88M	Sell	19,520 -639	-3%	-$61.2K	1.07%	50
2018 Q4	$1.82M	Buy	20,159 +1,117	+6%	+$112K	1.14%	44
2018 Q3	$2.11M	Buy	19,042 +2,041	+12%	+$227K	1.19%	43
2018 Q2	$1.82M	Sell	17,001 -894	-5%	-$99K	1.27%	38
2018 Q1	$1.97M	Buy	+17,895	New	+$2M	1.35%	35

Other funds holding AFG

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monument Capital Management's AFG Position: Q1 2020 in Review

Monument Capital Management sold out of American Financial Group (AFG) in Q1 2020, closing a stake of 18,363 shares — an estimated $2.01M sold.

Monument Capital Management first reported a position in AFG in Q1 2018 and held it in 8 quarters. The position peaked at $2.11M in Q3 2018. 376 funds tracked by Wall St. Rank hold AFG as of Q1 2020.

Monument Capital Management reported no remaining American Financial Group position as of Q1 2020 after selling out during the quarter.
Monument Capital Management sold 18,363 American Financial Group shares in Q1 2020, an estimated $2.01M.
Monument Capital Management first reported a position in American Financial Group in Q1 2018 and held it in 8 quarters.
Monument Capital Management's American Financial Group position peaked at $2.11M in Q3 2018.
376 funds tracked by Wall St. Rank held American Financial Group as of Q1 2020.

Based on Monument Capital Management's 13F filing for Q1 2020, filed 14 Apr 2020.