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Veritable’s American Financial Group AFG Stock Holding History

Veritable’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
Q3 		– Sell
-1,939
Closed -$230K – 21
2023
Q2 		$230K Sell
1,939
-393
-17% -$46.3K ﹤0.01% 794
2023
Q1 		$283K Sell
2,332
-283
-11% -$37.3K ﹤0.01% 706
2022
Q4 		$359K Buy
2,615
+359
+16% +$49.2K 0.01% 615
2022
Q3 		$277K Sell
2,256
-76
-3% -$9.97K 0.01% 653
2022
Q2 		$324K Buy
2,332
+132
+6% +$18.6K 0.01% 652
2022
Q1 		$320K Buy
2,200
+64
+3% +$8.73K ﹤0.01% 698
2021
Q4 		$293K Buy
2,136
+14
+0.7% +$1.93K ﹤0.01% 726
2021
Q3 		$267K Hold
2,122
– – ﹤0.01% 737
2021
Q2 		$265K Buy
2,122
+14
+0.7% +$1.75K ﹤0.01% 730
2021
Q1 		$241K Buy
+2,108
New +$218K ﹤0.01% 727
2020
Q1 		– Sell
-2,297
Closed -$252K – 726
2019
Q4 		$252K Hold
2,297
– – ﹤0.01% 721
2019
Q3 		$248K Buy
2,297
+74
+3% +$7.66K ﹤0.01% 701
2019
Q2 		$228K Sell
2,223
-5
-0.2% -$503 ﹤0.01% 735
2019
Q1 		$214K Buy
2,228
+5
+0.2% +$479 ﹤0.01% 740
2018
Q4 		$201K Buy
2,223
+132
+6% +$13.2K ﹤0.01% 733
2018
Q3 		$232K Hold
2,091
– – ﹤0.01% 728
2018
Q2 		$224K Hold
2,091
– – ﹤0.01% 727
2018
Q1 		$235K Sell
2,091
-196
-9% -$21.9K 0.01% 702
2017
Q4 		$248K Buy
+2,287
New +$240K 0.01% 692

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Veritable's AFG Position: Q3 2023 in Review

Veritable sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 1,939 shares — an estimated $230K sold.

Veritable first reported a position in AFG in Q4 2017 and held it in 19 quarters. The position peaked at $359K in Q4 2022. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

  • Veritable reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 1,939 American Financial Group shares in Q3 2023, an estimated $230K.
  • Veritable first reported a position in American Financial Group in Q4 2017 and held it in 19 quarters.
  • Veritable's American Financial Group position peaked at $359K in Q4 2022.
  • 393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.