ClearBridge Investments
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ClearBridge Investments’s Aflac AFL Stock Holding History

ClearBridge Investments’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
Q2 		– Sell
-5,864
Closed -$503K – 735
2024
Q1 		$503K Hold
5,864
– – ﹤0.01% 702
2023
Q4 		$484K Buy
+5,864
New +$473K ﹤0.01% 699
2023
Q1 		– Sell
-521,677
Closed -$37.5M – 714
2022
Q4 		$37.5M Buy
+521,677
New +$34.9M 0.04% 364
2020
Q3 		– Sell
-616
Closed -$22K – 784
2020
Q2 		$22K Sell
616
-1,161
-65% -$41.9K ﹤0.01% 838
2020
Q1 		$61K Sell
1,777
-22
-1% -$1K ﹤0.01% 763
2019
Q4 		$96K Sell
1,799
-170
-9% -$9.02K ﹤0.01% 778
2019
Q3 		$103K Sell
1,969
-6
-0.3% -$317 ﹤0.01% 765
2019
Q2 		$108K Sell
1,975
-1,164,286
-100% -$60M ﹤0.01% 763
2019
Q1 		$58.3M Sell
1,166,261
-688,713
-37% -$33.2M 0.05% 284
2018
Q4 		$84.5M Buy
1,854,974
+126,613
+7% +$5.63M 0.09% 206
2018
Q3 		$81.4M Buy
1,728,361
+258,617
+18% +$11.8M 0.07% 239
2018
Q2 		$63.2M Sell
1,469,744
-1,908,305
-56% -$85.7M 0.05% 280
2018
Q1 		$148M Buy
3,378,049
+97,539
+3% +$4.32M 0.14% 154
2017
Q4 		$144M Sell
3,280,510
-56,442
-2% -$2.41M 0.13% 158
2017
Q3 		$136M Buy
3,336,952
+170,858
+5% +$6.88M 0.13% 157
2017
Q2 		$123M Buy
3,166,094
+2,313,770
+271% +$86.9M 0.12% 171
2017
Q1 		$30.9M Buy
+852,324
New +$30.2M 0.03% 372

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments's AFL Position: Q2 2024 in Review

ClearBridge Investments sold out of Aflac (AFL) in Q2 2024, closing a stake of 5,864 shares — an estimated $503K sold.

ClearBridge Investments first reported a position in AFL in Q1 2017 and held it in 17 quarters. The position peaked at $148M in Q1 2018. 1,444 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • ClearBridge Investments reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • ClearBridge Investments sold 5,864 Aflac shares in Q2 2024, an estimated $503K.
  • ClearBridge Investments first reported a position in Aflac in Q1 2017 and held it in 17 quarters.
  • ClearBridge Investments's Aflac position peaked at $148M in Q1 2018.
  • 1,444 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on ClearBridge Investments's 13F filing for Q2 2024, filed 14 Aug 2024.