Colonial River Investments’s Aflac AFL Stock Holding History

Colonial River 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
2023 Q3	–	Sell	-3,007	Closed	-$210K	–	151
2023 Q2	$210K	Sell	3,007 -3,147	-51%	-$211K	0.14%	162
2023 Q1	$397K	Sell	6,154 -161	-3%	-$11K	0.23%	108
2022 Q4	$454K	Buy	6,315 +99	+2%	+$6.63K	0.29%	91
2022 Q3	$349K	Buy	6,216 +23	+0.4%	+$1.35K	0.24%	108
2022 Q2	$343K	Buy	6,193 +556	+10%	+$32.8K	0.22%	118
2022 Q1	$363K	Buy	5,637 +1,823	+48%	+$114K	0.21%	123
2021 Q4	$223K	Buy	+3,814	New	+$214K	0.12%	199
2021 Q3	–	Sell	-3,888	Closed	-$209K	–	73
2021 Q2	$209K	Buy	+3,888	New	+$212K	0.15%	145

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Colonial River Investments's AFL Position: Q3 2023 in Review

Colonial River Investments sold out of Aflac (AFL) in Q3 2023, closing a stake of 3,007 shares — an estimated $210K sold.

Colonial River Investments first reported a position in AFL in Q2 2021 and held it in 8 quarters. The position peaked at $454K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

Colonial River Investments reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
Colonial River Investments sold 3,007 Aflac shares in Q3 2023, an estimated $210K.
Colonial River Investments first reported a position in Aflac in Q2 2021 and held it in 8 quarters.
Colonial River Investments's Aflac position peaked at $454K in Q4 2022.
1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Colonial River Investments's 13F filing for Q3 2023, filed 3 Nov 2023.