Advocate Group’s Aflac AFL Stock Holding History

Advocate Group’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,879	Closed	-$279K	–	121
2022 Q4	$279K	Sell	3,879 -413	-10%	-$27.7K	0.06%	106
2022 Q3	$241K	Sell	4,292 -2,453	-36%	-$144K	0.06%	105
2022 Q2	$373K	Buy	+6,745	New	+$398K	0.09%	93

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Advocate Group's AFL Position: Q1 2023 in Review

Advocate Group sold out of Aflac (AFL) in Q1 2023, closing a stake of 3,879 shares — an estimated $279K sold.

Advocate Group first reported a position in AFL in Q2 2022 and held it in 3 quarters. The position peaked at $373K in Q2 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Advocate Group reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Advocate Group sold 3,879 Aflac shares in Q1 2023, an estimated $279K.
Advocate Group first reported a position in Aflac in Q2 2022 and held it in 3 quarters.
Advocate Group's Aflac position peaked at $373K in Q2 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Advocate Group's 13F filing for Q1 2023, filed 19 Apr 2023.