Syverson Strege & Co’s American Financial Group AFG Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-235	Closed	-$28.6K	–	77
2023 Q1	$28.6K	Buy	235 +10	+4%	+$1.32K	0.01%	164
2022 Q4	$30.9K	Hold	225	–	–	0.01%	151
2022 Q3	$28K	Hold	225	–	–	0.01%	143
2022 Q2	$31K	Hold	225	–	–	0.01%	155
2022 Q1	$33K	Hold	225	–	–	0.04%	144
2021 Q4	$31K	Hold	225	–	–	0.02%	158
2021 Q3	$28K	Hold	225	–	–	0.02%	166
2021 Q2	$28K	Hold	225	–	–	0.02%	158
2021 Q1	$26K	Hold	225	–	–	0.03%	154
2020 Q4	$20K	Buy	+225	New	+$18.4K	0.02%	150

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Syverson Strege & Co's AFG Position: Q2 2023 in Review

Syverson Strege & Co sold out of American Financial Group (AFG) in Q2 2023, closing a stake of 235 shares — an estimated $28.6K sold.

Syverson Strege & Co first reported a position in AFG in Q4 2020 and held it in 10 quarters. The position peaked at $33K in Q1 2022. 419 funds tracked by Wall St. Rank hold AFG as of Q2 2023.

Syverson Strege & Co reported no remaining American Financial Group position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 235 American Financial Group shares in Q2 2023, an estimated $28.6K.
Syverson Strege & Co first reported a position in American Financial Group in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's American Financial Group position peaked at $33K in Q1 2022.
419 funds tracked by Wall St. Rank held American Financial Group as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.