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

Westfield 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
2023
Q3 		– Sell
-4,242
Closed -$504K – 235
2023
Q2 		$504K Sell
4,242
-102,025
-96% -$12M ﹤0.01% 222
2023
Q1 		$12.9M Sell
106,267
-273,628
-72% -$36.1M 0.09% 174
2022
Q4 		$52.2M Sell
379,895
-384,276
-50% -$52.7M 0.4% 100
2022
Q3 		$93.9M Sell
764,171
-162,568
-18% -$21.3M 0.75% 34
2022
Q2 		$129M Buy
926,739
+98,999
+12% +$13.9M 1.01% 18
2022
Q1 		$121M Buy
827,740
+167,460
+25% +$22.8M 0.77% 37
2021
Q4 		$90.7M Buy
660,280
+54,816
+9% +$7.54M 0.54% 63
2021
Q3 		$76.2M Sell
605,464
-155,227
-20% -$20.3M 0.46% 78
2021
Q2 		$94.9M Buy
760,691
+52,756
+7% +$6.59M 0.57% 58
2021
Q1 		$80.8M Buy
+707,935
New +$73.2M 0.5% 69

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

Westfield Capital Management's AFG Position: Q3 2023 in Review

Westfield Capital Management sold out of American Financial Group (AFG) in Q3 2023, closing a stake of 4,242 shares — an estimated $504K sold.

Westfield Capital Management first reported a position in AFG in Q1 2021 and held it in 10 quarters. The position peaked at $129M in Q2 2022. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

  • Westfield Capital Management reported no remaining American Financial Group position as of Q3 2023 after selling out during the quarter.
  • Westfield Capital Management sold 4,242 American Financial Group shares in Q3 2023, an estimated $504K.
  • Westfield Capital Management first reported a position in American Financial Group in Q1 2021 and held it in 10 quarters.
  • Westfield Capital Management's American Financial Group position peaked at $129M in Q2 2022.
  • 393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Westfield Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.