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

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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