UniSuper Management’s American Financial Group AFG Stock Holding History

UniSuper Management’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 Q4	–	Sell	-7,569	Closed	-$1.02M	–	682
2024 Q3	$1.02M	Buy	7,569 +5,669	+298%	+$735K	0.01%	562
2024 Q2	$234K	Buy	1,900 +900	+90%	+$116K	﹤0.01%	950
2024 Q1	$136K	Buy	1,000 +500	+100%	+$62.2K	﹤0.01%	967
2023 Q4	$59.4K	Hold	500	–	–	﹤0.01%	719
2023 Q3	$55.8K	Hold	500	–	–	﹤0.01%	695
2023 Q2	$59.4K	Buy	+500	New	+$58.9K	﹤0.01%	685

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

UniSuper Management's AFG Position: Q4 2024 in Review

UniSuper Management sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 7,569 shares — an estimated $1.02M sold.

UniSuper Management first reported a position in AFG in Q2 2023 and held it in 6 quarters. The position peaked at $1.02M in Q3 2024. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

UniSuper Management reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
UniSuper Management sold 7,569 American Financial Group shares in Q4 2024, an estimated $1.02M.
UniSuper Management first reported a position in American Financial Group in Q2 2023 and held it in 6 quarters.
UniSuper Management's American Financial Group position peaked at $1.02M in Q3 2024.
452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on UniSuper Management's 13F filing for Q4 2024, filed 12 Feb 2025.