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Carderock Capital Management’s Aflac AFL Stock Holding History

Carderock 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
2014
Q3 		– Sell
-18,132
Closed -$564K – 91
2014
Q2 		$564K Sell
18,132
-592
-3% -$18.5K 0.29% 71
2014
Q1 		$590K Buy
18,724
+6,956
+59% +$221K 0.3% 75
2013
Q4 		$393K Buy
11,768
+86
+0.7% +$2.82K 0.21% 81
2013
Q3 		$362K Buy
+11,682
New +$352K 0.21% 79

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carderock Capital Management's AFL Position: Q3 2014 in Review

Carderock Capital Management sold out of Aflac (AFL) in Q3 2014, closing a stake of 18,132 shares — an estimated $564K sold.

Carderock Capital Management first reported a position in AFL in Q3 2013 and held it in 4 quarters. The position peaked at $590K in Q1 2014. 768 funds tracked by Wall St. Rank hold AFL as of Q3 2014.

  • Carderock Capital Management reported no remaining Aflac position as of Q3 2014 after selling out during the quarter.
  • Carderock Capital Management sold 18,132 Aflac shares in Q3 2014, an estimated $564K.
  • Carderock Capital Management first reported a position in Aflac in Q3 2013 and held it in 4 quarters.
  • Carderock Capital Management's Aflac position peaked at $590K in Q1 2014.
  • 768 funds tracked by Wall St. Rank held Aflac as of Q3 2014.

Based on Carderock Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.