Berman Capital Advisors’s Aflac AFL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$108K	Buy	2,084 +933	+81%	+$51K	0.02%	413
2021 Q2	$61K	Buy	1,151 +632	+122%	+$34.5K	0.01%	508
2021 Q1	$26K	Hold	519	–	–	0.01%	697
2020 Q4	$23K	Sell	519 -376	-42%	-$15.4K	0.01%	624
2020 Q3	$32K	Buy	895 +210	+31%	+$7.65K	0.01%	460
2020 Q2	$24K	Sell	685 -91	-12%	-$3.29K	0.01%	487
2020 Q1	$26K	Buy	776 +121	+18%	+$5.53K	0.01%	429
2019 Q4	$34K	Sell	655 -14	-2%	-$743	0.01%	399
2019 Q3	$35K	Hold	669	–	–	0.01%	366
2019 Q2	$36K	Buy	669 +146	+28%	+$7.53K	0.01%	367
2019 Q1	$26K	Buy	523 +129	+33%	+$6.22K	0.01%	393
2018 Q4	$17K	Buy	+394	New	+$17.5K	0.01%	408

Other funds holding AFL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's AFL Position: Q3 2021 in Review

Berman Capital Advisors increased its Aflac (AFL) stake by 81% in Q3 2021, buying an estimated $51K and bringing the position to 2,084 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #413.

Berman Capital Advisors first reported a position in AFL in Q4 2018 and has held it in 12 quarters since. 1,067 funds tracked by Wall St. Rank hold AFL as of Q3 2021.

Berman Capital Advisors held 2,084 shares of Aflac worth $108K as of Q3 2021.
Berman Capital Advisors bought 933 Aflac shares in Q3 2021, an estimated $51K.
Aflac made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #413 holding.
Berman Capital Advisors first reported a position in Aflac in Q4 2018 and has held it in 12 quarters since.
1,067 funds tracked by Wall St. Rank held Aflac as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.