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Rockbridge Investment Management’s American Financial Group AFG Stock Holding History

Rockbridge Investment 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
2022
Q3 		– Sell
-7
Closed -$972 – 113
2022
Q2 		$972 Hold
7
– – ﹤0.01% 575
2022
Q1 		$1.04K Buy
+7
New +$955 ﹤0.01% 731

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
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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockbridge Investment Management's AFG Position: Q3 2022 in Review

Rockbridge Investment Management sold out of American Financial Group (AFG) in Q3 2022, closing a stake of 7 shares — an estimated $972 sold.

Rockbridge Investment Management first reported a position in AFG in Q1 2022 and held it in 2 quarters. The position peaked at $1.04K in Q1 2022. 427 funds tracked by Wall St. Rank hold AFG as of Q3 2022.

  • Rockbridge Investment Management reported no remaining American Financial Group position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 7 American Financial Group shares in Q3 2022, an estimated $972.
  • Rockbridge Investment Management first reported a position in American Financial Group in Q1 2022 and held it in 2 quarters.
  • Rockbridge Investment Management's American Financial Group position peaked at $1.04K in Q1 2022.
  • 427 funds tracked by Wall St. Rank held American Financial Group as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.