Badgley, Phelps & Bell’s Aflac AFL Stock Holding History

Badgley, Phelps & Bell’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
2020 Q1	–	Sell	-5,020	Closed	-$266K	–	178
2019 Q4	$266K	Sell	5,020 -100	-2%	-$5.31K	0.01%	174
2019 Q3	$268K	Hold	5,120	–	–	0.02%	166
2019 Q2	$281K	Buy	5,120 +120	+2%	+$6.19K	0.02%	169
2019 Q1	$250K	Sell	5,000 -300	-6%	-$14.5K	0.02%	181
2018 Q4	$241K	Buy	5,300 +300	+6%	+$13.3K	0.02%	173
2018 Q3	$235K	Hold	5,000	–	–	0.01%	174
2018 Q2	$215K	Sell	5,000 -197	-4%	-$8.85K	0.01%	175
2018 Q1	$227K	Sell	5,197 -201	-4%	-$8.89K	0.02%	176
2017 Q4	$237K	Buy	+5,398	New	+$230K	0.02%	179

Other funds holding AFL

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

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Badgley, Phelps & Bell's AFL Position: Q1 2020 in Review

Badgley, Phelps & Bell sold out of Aflac (AFL) in Q1 2020, closing a stake of 5,020 shares — an estimated $266K sold.

Badgley, Phelps & Bell first reported a position in AFL in Q4 2017 and held it in 9 quarters. The position peaked at $281K in Q2 2019. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

Badgley, Phelps & Bell reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
Badgley, Phelps & Bell sold 5,020 Aflac shares in Q1 2020, an estimated $266K.
Badgley, Phelps & Bell first reported a position in Aflac in Q4 2017 and held it in 9 quarters.
Badgley, Phelps & Bell's Aflac position peaked at $281K in Q2 2019.
973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2020, filed 6 May 2020.