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Birch Capital Management’s Aflac AFL Stock Holding History

Birch Capital Management’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
Q2 		– Sell
-139
Closed -$7K – 82
2021
Q1 		$7K Hold
139
– – 0.01% 80
2020
Q4 		$6K Hold
139
– – ﹤0.01% 80
2020
Q3 		$5K Hold
139
– – ﹤0.01% 85
2020
Q2 		$5K Hold
139
– – ﹤0.01% 80
2020
Q1 		$5K Hold
139
– – 0.01% 83
2019
Q4 		$7K Buy
+139
New +$7.38K 0.01% 79

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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Birch Capital Management's AFL Position: Q2 2021 in Review

Birch Capital Management sold out of Aflac (AFL) in Q2 2021, closing a stake of 139 shares — an estimated $7K sold.

Birch Capital Management first reported a position in AFL in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold AFL as of Q2 2021.

  • Birch Capital Management reported no remaining Aflac position as of Q2 2021 after selling out during the quarter.
  • Birch Capital Management sold 139 Aflac shares in Q2 2021, an estimated $7K.
  • Birch Capital Management first reported a position in Aflac in Q4 2019 and held it in 6 quarters.
  • Birch Capital Management's Aflac position peaked at $7K in Q1 2021.
  • 1,086 funds tracked by Wall St. Rank held Aflac as of Q2 2021.

Based on Birch Capital Management's 13F filing for Q2 2021, filed 28 Jul 2021.