Baldrige Asset Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$2K Buy
+31
New +$2.12K ﹤0.01% 309
2021
Q4
Sell
-95
Closed -$5K 325
2021
Q3
$5K Sell
95
-96
-50% -$5.25K ﹤0.01% 312
2021
Q2
$10K Buy
+191
New +$10.4K ﹤0.01% 284

Other funds holding AFL

Baldrige Asset Management's AFL Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Aflac (AFL) in Q1 2023: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Baldrige Asset Management previously reported a position in AFL as recently as Q3 2021.

Baldrige Asset Management first reported a position in AFL in Q2 2021 and has held it in 3 quarters since. The position peaked at $10K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • Baldrige Asset Management held 31 shares of Aflac worth $2K as of Q1 2023.
  • Aflac was a new Baldrige Asset Management position in Q1 2023.
  • Aflac made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #309 holding.
  • Baldrige Asset Management first reported a position in Aflac in Q2 2021 and has held it in 3 quarters since.
  • Baldrige Asset Management's Aflac position peaked at $10K in Q2 2021.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.