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Weld Capital Management’s American Financial Group AFG Stock Holding History

Weld Capital 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
2020
Q1 		– Sell
-2,642
Closed -$290K – 408
2019
Q4 		$290K Sell
2,642
-2,198
-45% -$235K 0.06% 481
2019
Q3 		$522K Sell
4,840
-6,907
-59% -$715K 0.1% 368
2019
Q2 		$1.2M Buy
+11,747
New +$1.18M 0.22% 136

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weld Capital Management's AFG Position: Q1 2020 in Review

Weld Capital Management sold out of American Financial Group (AFG) in Q1 2020, closing a stake of 2,642 shares — an estimated $290K sold.

Weld Capital Management first reported a position in AFG in Q2 2019 and held it in 3 quarters. The position peaked at $1.2M in Q2 2019. 376 funds tracked by Wall St. Rank hold AFG as of Q1 2020.

  • Weld Capital Management reported no remaining American Financial Group position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 2,642 American Financial Group shares in Q1 2020, an estimated $290K.
  • Weld Capital Management first reported a position in American Financial Group in Q2 2019 and held it in 3 quarters.
  • Weld Capital Management's American Financial Group position peaked at $1.2M in Q2 2019.
  • 376 funds tracked by Wall St. Rank held American Financial Group as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.