SP
AFG icon

Symmetry Partners’s American Financial Group AFG Stock Holding History

Symmetry Partners’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
2024
Q2 		– Sell
-1,606
Closed -$219K – 512
2024
Q1 		$219K Buy
+1,606
New +$200K 0.02% 511
2023
Q2 		– Sell
-2,352
Closed -$286K – 579
2023
Q1 		$286K Sell
2,352
-214
-8% -$28.2K 0.02% 459
2022
Q4 		$352K Buy
2,566
+236
+10% +$32.3K 0.02% 427
2022
Q3 		$286K Buy
2,330
+723
+45% +$94.9K 0.02% 458
2022
Q2 		$223K Sell
1,607
-484
-23% -$68.1K 0.02% 516
2022
Q1 		$304K Buy
2,091
+394
+23% +$53.7K 0.02% 500
2021
Q4 		$233K Buy
+1,697
New +$233K 0.01% 570
2020
Q1 		– Sell
-2,164
Closed -$237K – 282
2019
Q4 		$237K Hold
2,164
– – 0.05% 289
2019
Q3 		$233K Hold
2,164
– – 0.05% 299
2019
Q2 		$222K Hold
2,164
– – 0.05% 298
2019
Q1 		$208K Buy
2,164
+370
+21% +$35.4K 0.04% 297
2018
Q4 		$162K Buy
+1,794
New +$180K 0.04% 276

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Symmetry Partners's AFG Position: Q2 2024 in Review

Symmetry Partners sold out of American Financial Group (AFG) in Q2 2024, closing a stake of 1,606 shares — an estimated $219K sold.

Symmetry Partners first reported a position in AFG in Q4 2018 and held it in 12 quarters. The position peaked at $352K in Q4 2022. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

  • Symmetry Partners reported no remaining American Financial Group position as of Q2 2024 after selling out during the quarter.
  • Symmetry Partners sold 1,606 American Financial Group shares in Q2 2024, an estimated $219K.
  • Symmetry Partners first reported a position in American Financial Group in Q4 2018 and held it in 12 quarters.
  • Symmetry Partners's American Financial Group position peaked at $352K in Q4 2022.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on Symmetry Partners's 13F filing for Q2 2024, filed 11 Jul 2024.