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Mountain Road Advisors’s American Financial Group AFG Stock Holding History

Mountain Road Advisors’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 		$11.3M Sell
185,701
-5,000
-3% -$322K 9.95% 4
2020
Q2 		$12.1M Buy
+190,701
New +$12.3M 11.55% 2

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mountain Road Advisors's AFG Position: Q3 2020 in Review

Mountain Road Advisors reduced its American Financial Group (AFG) stake by 2.6% in Q3 2020, selling an estimated $322K and leaving 185,701 shares worth $11.3M. The position accounts for 9.95% of the portfolio, ranked #4.

Mountain Road Advisors first reported a position in AFG in Q2 2020 and has held it in 2 quarters since. The position peaked at $12.1M in Q2 2020. 349 funds tracked by Wall St. Rank hold AFG as of Q3 2020.

  • Mountain Road Advisors held 185,701 shares of American Financial Group worth $11.3M as of Q3 2020.
  • Mountain Road Advisors sold 5,000 American Financial Group shares in Q3 2020, an estimated $322K.
  • American Financial Group made up 9.95% of Mountain Road Advisors's portfolio in Q3 2020, its #4 holding.
  • Mountain Road Advisors first reported a position in American Financial Group in Q2 2020 and has held it in 2 quarters since.
  • Mountain Road Advisors's American Financial Group position peaked at $12.1M in Q2 2020.
  • 349 funds tracked by Wall St. Rank held American Financial Group as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.