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Berger Financial Group’s Aflac AFL Stock Holding History

Berger Financial Group’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
2023
Q1 		– Sell
-79,033
Closed -$5.69M – 272
2022
Q4 		$5.69M Buy
79,033
+1,418
+2% +$94.9K 0.75% 36
2022
Q3 		$4.36M Buy
77,615
+2,270
+3% +$134K 0.64% 42
2022
Q2 		$4.17M Buy
75,345
+1,172
+2% +$69.2K 0.61% 49
2022
Q1 		$4.78M Buy
+74,173
New +$4.64M 0.61% 43

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berger Financial Group's AFL Position: Q1 2023 in Review

Berger Financial Group sold out of Aflac (AFL) in Q1 2023, closing a stake of 79,033 shares — an estimated $5.69M sold.

Berger Financial Group first reported a position in AFL in Q1 2022 and held it in 4 quarters. The position peaked at $5.69M in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • Berger Financial Group reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
  • Berger Financial Group sold 79,033 Aflac shares in Q1 2023, an estimated $5.69M.
  • Berger Financial Group first reported a position in Aflac in Q1 2022 and held it in 4 quarters.
  • Berger Financial Group's Aflac position peaked at $5.69M in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Berger Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.