Carmichael Hill & Associates’s Aflac AFL Stock Holding History

Carmichael Hill & Associates’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 Q3	$35.7K	Hold	319	–	–	0.01%	416
2024 Q2	$28.5K	Sell	319 -600	-65%	-$51.6K	0.01%	427
2024 Q1	$78.9K	Hold	919	–	–	0.03%	280
2023 Q4	$75.8K	Hold	919	–	–	0.03%	290
2023 Q3	$70.5K	Hold	919	–	–	0.03%	277
2023 Q2	$64.1K	Buy	919 +600	+188%	+$40.2K	0.03%	296
2023 Q1	$20.6K	Hold	319	–	–	0.01%	450
2022 Q4	$22.9K	Hold	319	–	–	0.01%	446
2022 Q3	$18K	Hold	319	–	–	0.01%	485
2022 Q2	$18K	Sell	319 -300	-48%	-$17.7K	0.01%	483
2022 Q1	$40K	Buy	619 +300	+94%	+$18.8K	0.02%	400
2021 Q4	$19K	Hold	319	–	–	0.01%	521
2021 Q3	$17K	Hold	319	–	–	0.01%	528
2021 Q2	$17K	Buy	319 +6	+2%	+$327	0.01%	529
2021 Q1	$16K	Hold	313	–	–	0.01%	524
2020 Q4	$14K	Hold	313	–	–	0.01%	520
2020 Q3	$11K	Hold	313	–	–	0.01%	510
2020 Q2	$11K	Hold	313	–	–	0.01%	485
2020 Q1	$11K	Hold	313	–	–	0.01%	442
2019 Q4	$17K	Buy	+313	New	+$16.6K	0.01%	414

Other funds holding AFL

JPH

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 $5.72T 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carmichael Hill & Associates's AFL Position: Q3 2024 in Review

Carmichael Hill & Associates held its Aflac (AFL) position steady in Q3 2024 at 319 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #416.

Carmichael Hill & Associates first reported a position in AFL in Q4 2019 and has held it in 20 quarters since. The position peaked at $78.9K in Q1 2024. 1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Carmichael Hill & Associates held 319 shares of Aflac worth $35.7K as of Q3 2024.
Carmichael Hill & Associates left its Aflac share count unchanged in Q3 2024.
Aflac made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #416 holding.
Carmichael Hill & Associates first reported a position in Aflac in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Aflac position peaked at $78.9K in Q1 2024.
1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.