Savant Capital’s American Financial Group AFG Stock Holding History

Savant Capital’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 Q4	–	Sell	-4,959	Closed	-$610K	–	604
2022 Q3	$610K	Sell	4,959 -157	-3%	-$20.6K	0.02%	311
2022 Q2	$710K	Buy	5,116 +71	+1%	+$9.98K	0.02%	288
2022 Q1	$735K	Sell	5,045 -83	-2%	-$11.3K	0.02%	288
2021 Q4	$704K	Buy	5,128 +90	+2%	+$12.4K	0.02%	292
2021 Q3	$634K	Buy	5,038 +209	+4%	+$27.3K	0.02%	285
2021 Q2	$602K	Buy	4,829 +32	+0.7%	+$4K	0.02%	277
2021 Q1	$547K	Hold	4,797	–	–	0.03%	269
2020 Q4	$420K	Hold	4,797	–	–	0.02%	298
2020 Q3	$321K	Hold	4,797	–	–	0.02%	326
2020 Q2	$304K	Hold	4,797	–	–	0.02%	324
2020 Q1	$336K	Buy	+4,797	New	+$463K	0.03%	271

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Savant Capital's AFG Position: Q4 2022 in Review

Savant Capital sold out of American Financial Group (AFG) in Q4 2022, closing a stake of 4,959 shares — an estimated $610K sold.

Savant Capital first reported a position in AFG in Q1 2020 and held it in 11 quarters. The position peaked at $735K in Q1 2022. 466 funds tracked by Wall St. Rank hold AFG as of Q4 2022.

Savant Capital reported no remaining American Financial Group position as of Q4 2022 after selling out during the quarter.
Savant Capital sold 4,959 American Financial Group shares in Q4 2022, an estimated $610K.
Savant Capital first reported a position in American Financial Group in Q1 2020 and held it in 11 quarters.
Savant Capital's American Financial Group position peaked at $735K in Q1 2022.
466 funds tracked by Wall St. Rank held American Financial Group as of Q4 2022.

Based on Savant Capital's 13F filing for Q4 2022, filed 7 Feb 2023.