Aperio Group’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $27.7M | Sell |
622,898
-86,432
| -12% | -$3.54M | 0.08% | 239 |
|
|
2020
Q3 | $25.8M | Sell |
709,330
-7,197
| -1% | -$262K | 0.09% | 220 |
|
|
2020
Q2 | $25.8M | Sell |
716,527
-445,857
| -38% | -$16.1M | 0.1% | 205 |
|
|
2020
Q1 | $39.8M | Sell |
1,162,384
-429,382
| -27% | -$19.6M | 0.18% | 114 |
|
|
2019
Q4 | $84.2M | Buy |
1,591,766
+75,374
| +5% | +$4M | 0.3% | 57 |
|
|
2019
Q3 | $79.3M | Buy |
1,516,392
+19,015
| +1% | +$1M | 0.31% | 53 |
|
|
2019
Q2 | $82.1M | Sell |
1,497,377
-148,549
| -9% | -$7.66M | 0.34% | 51 |
|
|
2019
Q1 | $82.3M | Buy |
1,645,926
+217,368
| +15% | +$10.5M | 0.36% | 53 |
|
|
2018
Q4 | $65.1M | Sell |
1,428,558
-216,641
| -13% | -$9.63M | 0.33% | 58 |
|
|
2018
Q3 | $77.4M | Sell |
1,645,199
-70,629
| -4% | -$3.23M | 0.34% | 55 |
|
|
2018
Q2 | $73.8M | Buy |
1,715,828
+165,817
| +11% | +$7.45M | 0.35% | 52 |
|
|
2018
Q1 | $67.8M | Sell |
1,550,011
-1,382,501
| -47% | -$61.2M | 0.34% | 55 |
|
|
2017
Q4 | $64.4M | Buy |
2,932,512
+1,696,168
| +137% | +$72.4M | 0.33% | 57 |
|
|
2017
Q3 | $50.3M | Buy |
1,236,344
+285,236
| +30% | +$11.5M | 0.28% | 69 |
|
|
2017
Q2 | $36.9M | Buy |
951,108
+176,692
| +23% | +$6.64M | 0.23% | 96 |
|
|
2017
Q1 | $28M | Buy |
774,416
+68,868
| +10% | +$2.44M | 0.19% | 115 |
|
|
2016
Q4 | $24.6M | Sell |
705,548
-408,148
| -37% | -$14.4M | 0.19% | 117 |
|
|
2016
Q3 | $40M | Sell |
1,113,696
-34,144
| -3% | -$1.24M | 0.29% | 73 |
|
|
2016
Q2 | $41.4M | Buy |
1,147,840
+150,426
| +15% | +$5.14M | 0.32% | 65 |
|
|
2016
Q1 | $31.5M | Buy |
997,414
+88,580
| +10% | +$2.63M | 0.27% | 79 |
|
|
2015
Q4 | $27.2M | Buy |
908,834
+32,580
| +4% | +$1.01M | 0.25% | 89 |
|
|
2015
Q3 | $25.5M | Sell |
876,254
-11,542
| -1% | -$349K | 0.26% | 86 |
|
|
2015
Q2 | $27.6M | Buy |
887,796
+28,378
| +3% | +$898K | 0.29% | 78 |
|
|
2015
Q1 | $27.5M | Buy |
859,418
+165,554
| +24% | +$5.05M | 0.31% | 67 |
|
|
2014
Q4 | $21.2M | Buy |
693,864
+246,934
| +55% | +$7.29M | 0.26% | 88 |
|
|
2014
Q3 | $13M | Buy |
446,930
+90,628
| +25% | +$2.76M | 0.18% | 147 |
|
|
2014
Q2 | $11.1M | Buy |
356,302
+88,460
| +33% | +$2.76M | 0.16% | 161 |
|
|
2014
Q1 | $8.44M | Buy |
+267,842
| New | +$8.51M | 0.12% | 201 |
|
|
2013
Q4 | – | Sell |
-235,818
| Closed | -$7.74M | – | 175 |
|
|
2013
Q3 | $7.31M | Buy |
235,818
+40,394
| +21% | +$1.22M | 0.14% | 168 |
|
|
2013
Q2 | $5.68M | Buy |
+195,424
| New | +$5.3M | 0.13% | 173 |
|
Other funds holding AFL
JPH
Aperio Group's AFL Position: Q4 2020 in Review
Aperio Group reduced its Aflac (AFL) stake by 12% in Q4 2020, selling an estimated $3.54M and leaving 622,898 shares worth $27.7M. The position accounts for 0.08% of the portfolio, ranked #239.
Aperio Group first reported a position in AFL in Q2 2013 and has held it in 30 quarters since. The position peaked at $84.2M in Q4 2019. 1,043 funds tracked by Wall St. Rank hold AFL as of Q4 2020.
- Aperio Group held 622,898 shares of Aflac worth $27.7M as of Q4 2020.
- Aperio Group sold 86,432 Aflac shares in Q4 2020, an estimated $3.54M.
- Aflac made up 0.08% of Aperio Group's portfolio in Q4 2020, its #239 holding.
- Aperio Group first reported a position in Aflac in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Aflac position peaked at $84.2M in Q4 2019.
- 1,043 funds tracked by Wall St. Rank held Aflac as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.