Aspiriant LLC’s Aflac AFL Stock Holding History

Aspiriant LLC’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 Q2	–	Sell	-2,608	Closed	-$224K	–	283
2024 Q1	$224K	Sell	2,608 -51	-2%	-$4.18K	0.01%	296
2023 Q4	$219K	Buy	+2,659	New	+$214K	0.01%	282

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aspiriant LLC's AFL Position: Q2 2024 in Review

Aspiriant LLC sold out of Aflac (AFL) in Q2 2024, closing a stake of 2,608 shares — an estimated $224K sold.

Aspiriant LLC first reported a position in AFL in Q4 2023 and held it in 2 quarters. The position peaked at $224K in Q1 2024. 1,447 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

Aspiriant LLC reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
Aspiriant LLC sold 2,608 Aflac shares in Q2 2024, an estimated $224K.
Aspiriant LLC first reported a position in Aflac in Q4 2023 and held it in 2 quarters.
Aspiriant LLC's Aflac position peaked at $224K in Q1 2024.
1,447 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Aspiriant LLC's 13F filing for Q2 2024, filed 15 Jul 2024.