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Simplicity Solutions’s American Financial Group AFG Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-3,293
Closed -$289K – 493
2020
Q4 		$289K Buy
3,293
+14
+0.4% +$1.15K ﹤0.01% 787
2020
Q3 		$220K Sell
3,279
-1,200
-27% -$77.3K ﹤0.01% 798
2020
Q2 		$284K Buy
4,479
+500
+13% +$32.2K 0.01% 740
2020
Q1 		$279K Hold
3,979
– – 0.01% 619
2019
Q4 		$436K Hold
3,979
– – 0.01% 575
2019
Q3 		$429K Hold
3,979
– – 0.02% 455
2019
Q2 		$408K Buy
+3,979
New +$400K 0.02% 413
2016
Q1 		– Sell
-25,831
Closed -$1.86M – 206
2015
Q4 		$1.86M Buy
+25,831
New +$1.86M 0.22% 126

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Solutions's AFG Position: Q1 2021 in Review

Simplicity Solutions sold out of American Financial Group (AFG) in Q1 2021, closing a stake of 3,293 shares — an estimated $289K sold.

Simplicity Solutions first reported a position in AFG in Q4 2015 and held it in 8 quarters. The position peaked at $1.86M in Q4 2015. 388 funds tracked by Wall St. Rank hold AFG as of Q1 2021.

  • Simplicity Solutions reported no remaining American Financial Group position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 3,293 American Financial Group shares in Q1 2021, an estimated $289K.
  • Simplicity Solutions first reported a position in American Financial Group in Q4 2015 and held it in 8 quarters.
  • Simplicity Solutions's American Financial Group position peaked at $1.86M in Q4 2015.
  • 388 funds tracked by Wall St. Rank held American Financial Group as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.