Unigestion Holding’s American Financial Group AFG Stock Holding History

Unigestion Holding’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
2025 Q1	–	Sell	-4,200	Closed	-$575K	–	163
2024 Q4	$575K	Buy	+4,200	New	+$578K	0.03%	137
2023 Q4	–	Sell	-4,978	Closed	-$560K	–	145
2023 Q3	$560K	Buy	+4,978	New	+$575K	0.03%	141
2022 Q2	–	Sell	-9,611	Closed	-$1.4M	–	178
2022 Q1	$1.4M	Hold	9,611	–	–	0.06%	111
2021 Q4	$1.32M	Hold	9,611	–	–	0.05%	126
2021 Q3	$1.21M	Buy	+9,611	New	+$1.26M	0.05%	123
2019 Q1	–	Sell	-2,290	Closed	-$207K	–	247
2018 Q4	$207K	Sell	2,290 -23,953	-91%	-$2.4M	0.01%	296
2018 Q3	$2.91M	Sell	26,243 -18,557	-41%	-$2.06M	0.06%	186
2018 Q2	$4.81M	Buy	+44,800	New	+$4.96M	0.1%	159

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unigestion Holding's AFG Position: Q1 2025 in Review

Unigestion Holding sold out of American Financial Group (AFG) in Q1 2025, closing a stake of 4,200 shares — an estimated $575K sold.

Unigestion Holding first reported a position in AFG in Q2 2018 and held it in 8 quarters. The position peaked at $4.81M in Q2 2018. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

Unigestion Holding reported no remaining American Financial Group position as of Q1 2025 after selling out during the quarter.
Unigestion Holding sold 4,200 American Financial Group shares in Q1 2025, an estimated $575K.
Unigestion Holding first reported a position in American Financial Group in Q2 2018 and held it in 8 quarters.
Unigestion Holding's American Financial Group position peaked at $4.81M in Q2 2018.
481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.