BCM
AFL icon

Bourgeon Capital Management’s Aflac AFL Stock Holding History

Bourgeon 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
2024
Q1 		– Sell
-657
Closed -$54.2K – 120
2023
Q4 		$54.2K Buy
657
+4
+0.6% +$322 0.01% 148
2023
Q3 		$50.1K Buy
653
+3
+0.5% +$223 0.01% 140
2023
Q2 		$45.4K Buy
650
+4
+0.6% +$268 0.01% 155
2023
Q1 		$41.7K Buy
646
+4
+0.6% +$274 0.01% 150
2022
Q4 		$46.2K Buy
642
+4
+0.6% +$268 0.01% 156
2022
Q3 		$36K Buy
638
+4
+0.6% +$235 0.01% 147
2022
Q2 		$35K Buy
634
+4
+0.6% +$236 0.01% 154
2022
Q1 		$41K Buy
630
+5
+0.8% +$313 0.01% 152
2021
Q4 		$37K Buy
625
+3
+0.5% +$168 0.01% 161
2021
Q3 		$32K Buy
622
+4
+0.6% +$219 0.01% 183
2021
Q2 		$33K Buy
618
+3
+0.5% +$164 0.01% 180
2021
Q1 		$31K Sell
615
-495
-45% -$23.8K 0.01% 181
2020
Q4 		$49K Buy
1,110
+6
+0.5% +$246 0.01% 146
2020
Q3 		$40K Buy
1,104
+9
+0.8% +$328 0.01% 155
2020
Q2 		$39K Buy
1,095
+8
+0.7% +$289 0.01% 128
2020
Q1 		$37K Buy
1,087
+7
+0.6% +$320 0.02% 119
2019
Q4 		$57K Buy
1,080
+5
+0.5% +$265 0.03% 114
2019
Q3 		$56K Buy
+1,075
New +$56.8K 0.03% 110

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bourgeon Capital Management's AFL Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Aflac (AFL) in Q1 2024, closing a stake of 657 shares — an estimated $54.2K sold.

Bourgeon Capital Management first reported a position in AFL in Q3 2019 and held it in 18 quarters. The position peaked at $57K in Q4 2019. 1,422 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 657 Aflac shares in Q1 2024, an estimated $54.2K.
  • Bourgeon Capital Management first reported a position in Aflac in Q3 2019 and held it in 18 quarters.
  • Bourgeon Capital Management's Aflac position peaked at $57K in Q4 2019.
  • 1,422 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.