Beach Investment Counsel’s Aflac AFL Stock Holding History

Beach Investment Counsel’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	-1,050	Closed	-$117K	–	122
2024 Q3	$117K	Hold	1,050	–	–	0.01%	150
2024 Q2	$94K	Buy	+1,050	New	+$90.3K	0.01%	155

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 $3.37T AUM 44.26% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beach Investment Counsel's AFL Position: Q4 2024 in Review

Beach Investment Counsel sold out of Aflac (AFL) in Q4 2024, closing a stake of 1,050 shares — an estimated $117K sold.

Beach Investment Counsel first reported a position in AFL in Q2 2024 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Beach Investment Counsel reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 1,050 Aflac shares in Q4 2024, an estimated $117K.
Beach Investment Counsel first reported a position in Aflac in Q2 2024 and held it in 2 quarters.
Beach Investment Counsel's Aflac position peaked at $117K in Q3 2024.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.