Allen Investment Management’s Aflac AFL Stock Holding History

Allen Investment Management’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 Q4	–	Sell	-6,000	Closed	-$671K	–	201
2024 Q3	$671K	Hold	6,000	–	–	0.01%	162
2024 Q2	$536K	Hold	6,000	–	–	0.01%	165
2024 Q1	$515K	Hold	6,000	–	–	0.01%	155
2023 Q4	$495K	Hold	6,000	–	–	0.01%	161
2023 Q3	$461K	Hold	6,000	–	–	0.01%	168
2023 Q2	$419K	Hold	6,000	–	–	0.01%	167
2023 Q1	$387K	Hold	6,000	–	–	0.01%	173
2022 Q4	$432K	Hold	6,000	–	–	0.01%	168
2022 Q3	$337K	Hold	6,000	–	–	0.01%	177
2022 Q2	$332K	Hold	6,000	–	–	0.01%	190
2022 Q1	$386K	Hold	6,000	–	–	0.01%	194
2021 Q4	$350K	Buy	+6,000	New	+$336K	﹤0.01%	204

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Allen Investment Management's AFL Position: Q4 2024 in Review

Allen Investment Management sold out of Aflac (AFL) in Q4 2024, closing a stake of 6,000 shares — an estimated $671K sold.

Allen Investment Management first reported a position in AFL in Q4 2021 and held it in 12 quarters. The position peaked at $671K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Allen Investment Management reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Allen Investment Management sold 6,000 Aflac shares in Q4 2024, an estimated $671K.
Allen Investment Management first reported a position in Aflac in Q4 2021 and held it in 12 quarters.
Allen Investment Management's Aflac position peaked at $671K in Q3 2024.
1,579 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Allen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.