Burleson & Co’s Aflac AFL Stock Holding History

Burleson & Co’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
2022 Q4	$144K	Hold	2,000	–	–	0.04%	137
2022 Q3	$112K	Hold	2,000	–	–	0.02%	160
2022 Q2	$111K	Hold	2,000	–	–	0.02%	152
2022 Q1	$129K	Hold	2,000	–	–	0.02%	157
2021 Q4	$117K	Hold	2,000	–	–	0.02%	168
2021 Q3	$104K	Hold	2,000	–	–	0.02%	164
2021 Q2	$107K	Hold	2,000	–	–	0.02%	160
2021 Q1	$102K	Buy	+2,000	New	+$96K	0.02%	153

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Burleson & Co's AFL Position: Q4 2022 in Review

Burleson & Co held its Aflac (AFL) position steady in Q4 2022 at 2,000 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #137.

Burleson & Co first reported a position in AFL in Q1 2021 and has held it in 8 quarters since. 1,304 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

Burleson & Co held 2,000 shares of Aflac worth $144K as of Q4 2022.
Burleson & Co left its Aflac share count unchanged in Q4 2022.
Aflac made up 0.04% of Burleson & Co's portfolio in Q4 2022, its #137 holding.
Burleson & Co first reported a position in Aflac in Q1 2021 and has held it in 8 quarters since.
1,304 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.