Washington Trust’s American Financial Group AFG Stock Holding History

Washington Trust’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 Q4	–	Sell	-12	Closed	-$1.34K	–	829
2023 Q3	$1.34K	Hold	12	–	–	﹤0.01%	811
2023 Q2	$1.43K	Buy	12 +3	+33%	+$354	﹤0.01%	828
2023 Q1	$1.09K	Hold	9	–	–	﹤0.01%	885
2022 Q4	$1.24K	Sell	9 -2	-18%	-$274	﹤0.01%	878
2022 Q3	$1K	Sell	11 -1	-8%	-$131	﹤0.01%	829
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	790
2022 Q1	$2K	Sell	12 -1	-8%	-$136	﹤0.01%	804
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	806
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	936
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	923
2021 Q1	$1K	Sell	13 -2	-13%	-$207	﹤0.01%	937
2020 Q4	$1K	Sell	15 -3	-17%	-$246	﹤0.01%	916
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	901
2020 Q2	$1K	Sell	18 -5	-22%	-$322	﹤0.01%	798
2020 Q1	$2K	Buy	+23	New	+$2.22K	﹤0.01%	816
2018 Q3	–	Sell	-14	Closed	-$2K	–	247
2018 Q2	$2K	Buy	+14	New	+$1.55K	﹤0.01%	807

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Washington Trust's AFG Position: Q4 2023 in Review

Washington Trust sold out of American Financial Group (AFG) in Q4 2023, closing a stake of 12 shares — an estimated $1.34K sold.

Washington Trust first reported a position in AFG in Q2 2018 and held it in 16 quarters. The position peaked at $2K in Q2 2022. 412 funds tracked by Wall St. Rank hold AFG as of Q4 2023.

Washington Trust reported no remaining American Financial Group position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 12 American Financial Group shares in Q4 2023, an estimated $1.34K.
Washington Trust first reported a position in American Financial Group in Q2 2018 and held it in 16 quarters.
Washington Trust's American Financial Group position peaked at $2K in Q2 2022.
412 funds tracked by Wall St. Rank held American Financial Group as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.