Altshuler Shaham’s Aflac AFL Stock Holding History

Altshuler Shaham’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 Q1	–	Sell	-585	Closed	-$48.3K	–	303
2023 Q4	$48.3K	Buy	+585	New	+$47.1K	﹤0.01%	113
2023 Q1	–	Sell	-1,435	Closed	-$103K	–	374
2022 Q4	$103K	Buy	+1,435	New	+$96.1K	﹤0.01%	154
2022 Q2	–	Sell	-96	Closed	-$6K	–	446
2022 Q1	$6K	Buy	+96	New	+$6.01K	﹤0.01%	478
2021 Q3	–	Sell	-125	Closed	-$7K	–	508
2021 Q2	$7K	Buy	+125	New	+$6.82K	﹤0.01%	540
2018 Q4	–	Sell	-529	Closed	-$25K	–	253
2018 Q3	$25K	Buy	+529	New	+$24.2K	﹤0.01%	137
2018 Q2	–	Sell	-379	Closed	-$17K	–	212
2018 Q1	$17K	Buy	+379	New	+$16.8K	﹤0.01%	147

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

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

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

Altshuler Shaham's AFL Position: Q1 2024 in Review

Altshuler Shaham sold out of Aflac (AFL) in Q1 2024, closing a stake of 585 shares — an estimated $48.3K sold.

Altshuler Shaham first reported a position in AFL in Q1 2018 and held it in 6 quarters. The position peaked at $103K in Q4 2022. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

Altshuler Shaham reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
Altshuler Shaham sold 585 Aflac shares in Q1 2024, an estimated $48.3K.
Altshuler Shaham first reported a position in Aflac in Q1 2018 and held it in 6 quarters.
Altshuler Shaham's Aflac position peaked at $103K in Q4 2022.
1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.