Congress Asset Management’s Aflac AFL Stock Holding History

Congress Asset 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
2023 Q2	–	Sell	-5,604	Closed	-$362K	–	373
2023 Q1	$362K	Sell	5,604 -103	-2%	-$7.05K	﹤0.01%	344
2022 Q4	$411K	Hold	5,707	–	–	﹤0.01%	349
2022 Q3	$321K	Sell	5,707 -180	-3%	-$10.6K	﹤0.01%	347
2022 Q2	$326K	Hold	5,887	–	–	﹤0.01%	348
2022 Q1	$379K	Sell	5,887 -550	-9%	-$34.4K	﹤0.01%	345
2021 Q4	$376K	Hold	6,437	–	–	﹤0.01%	352
2021 Q3	$336K	Hold	6,437	–	–	﹤0.01%	338
2021 Q2	$345K	Hold	6,437	–	–	﹤0.01%	335
2021 Q1	$329K	Sell	6,437 -69	-1%	-$3.31K	﹤0.01%	333
2020 Q4	$289K	Buy	+6,506	New	+$266K	﹤0.01%	332

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

Congress Asset Management's AFL Position: Q2 2023 in Review

Congress Asset Management sold out of Aflac (AFL) in Q2 2023, closing a stake of 5,604 shares — an estimated $362K sold.

Congress Asset Management first reported a position in AFL in Q4 2020 and held it in 10 quarters. The position peaked at $411K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

Congress Asset Management reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
Congress Asset Management sold 5,604 Aflac shares in Q2 2023, an estimated $362K.
Congress Asset Management first reported a position in Aflac in Q4 2020 and held it in 10 quarters.
Congress Asset Management's Aflac position peaked at $411K in Q4 2022.
1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Congress Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.