Alera Investment Advisors’s Aflac AFL Stock Holding History

Alera Investment Advisors’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
2024 Q3	$270K	Buy	2,412 +37	+2%	+$3.76K	0.03%	221
2024 Q2	$212K	Buy	+2,375	New	+$204K	0.03%	251
2023 Q4	–	Sell	-6,305	Closed	-$484K	–	168
2023 Q3	$484K	Sell	6,305 -49	-0.8%	-$3.64K	0.08%	116
2023 Q2	$444K	Buy	6,354 +318	+5%	+$21.3K	0.1%	119
2023 Q1	$389K	Sell	6,036 -1,519	-20%	-$104K	0.09%	129
2022 Q4	$544K	Sell	7,555 -281	-4%	-$18.8K	0.13%	100
2022 Q3	$441K	Buy	7,836 +140	+2%	+$8.24K	0.12%	108
2022 Q2	$426K	Sell	7,696 -2,660	-26%	-$157K	0.12%	120
2022 Q1	$666K	Buy	+10,356	New	+$648K	0.15%	100
2019 Q2	–	Sell	-217	Closed	-$11K	–	101
2019 Q1	$11K	Buy	217 +76	+54%	+$3.66K	0.01%	434
2018 Q4	$6K	Buy	+141	New	+$6.27K	﹤0.01%	543

Other funds holding AFL

JPH

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Alera Investment Advisors's AFL Position: Q3 2024 in Review

Alera Investment Advisors increased its Aflac (AFL) stake by 1.6% in Q3 2024, buying an estimated $3.76K and bringing the position to 2,412 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #221.

Alera Investment Advisors first reported a position in AFL in Q4 2018 and has held it in 11 quarters since. The position peaked at $666K in Q1 2022. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Alera Investment Advisors held 2,412 shares of Aflac worth $270K as of Q3 2024.
Alera Investment Advisors bought 37 Aflac shares in Q3 2024, an estimated $3.76K.
Aflac made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #221 holding.
Alera Investment Advisors first reported a position in Aflac in Q4 2018 and has held it in 11 quarters since.
Alera Investment Advisors's Aflac position peaked at $666K in Q1 2022.
1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.