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Avity Investment Management’s Aflac AFL Stock Holding History

Avity 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
-2,300
Closed -$257K – 108
2024
Q3 		$257K Sell
2,300
-2,200
-49% -$224K 0.02% 98
2024
Q2 		$402K Sell
4,500
-500
-10% -$43K 0.03% 80
2024
Q1 		$429K Sell
5,000
-200
-4% -$16.4K 0.04% 79
2023
Q4 		$429K Buy
+5,200
New +$419K 0.04% 70

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Avity Investment Management sold out of Aflac (AFL) in Q4 2024, closing a stake of 2,300 shares — an estimated $257K sold.

Avity Investment Management first reported a position in AFL in Q4 2023 and held it in 4 quarters. The position peaked at $429K in Q1 2024. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Avity Investment Management reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Avity Investment Management sold 2,300 Aflac shares in Q4 2024, an estimated $257K.
  • Avity Investment Management first reported a position in Aflac in Q4 2023 and held it in 4 quarters.
  • Avity Investment Management's Aflac position peaked at $429K in Q1 2024.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Avity Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.