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Convergence Investment Partners’s Aflac AFL Stock Holding History

Convergence Investment Partners’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
Q4 		– Sell
-1,898
Closed -$212K – 253
2024
Q3 		$212K Buy
+1,898
New +$193K 0.06% 228
2024
Q1 		– Sell
-3,908
Closed -$322K – 246
2023
Q4 		$322K Buy
+3,908
New +$315K 0.17% 129
2019
Q3 		– Sell
-3,715
Closed -$204K – 295
2019
Q2 		$204K Buy
+3,715
New +$192K 0.05% 245
2018
Q2 		– Sell
-61,978
Closed -$2.71M – 318
2018
Q1 		$2.71M Buy
+61,978
New +$2.74M 0.35% 106
2016
Q3 		– Sell
-68,762
Closed -$2.48M – 326
2016
Q2 		$2.48M Buy
68,762
+61,934
+907% +$2.11M 0.34% 106
2016
Q1 		$216K Buy
+6,828
New +$203K 0.03% 317
2015
Q4 		– Sell
-44,870
Closed -$1.3M – 316
2015
Q3 		$1.3M Buy
44,870
+60
+0.1% +$1.81K 0.15% 221
2015
Q2 		$1.39M Buy
44,810
+1,738
+4% +$55K 0.14% 235
2015
Q1 		$1.38M Buy
43,072
+35,326
+456% +$1.08M 0.19% 211
2014
Q4 		$237K Sell
7,746
-296
-4% -$8.74K 0.03% 323
2014
Q3 		$234K Sell
8,042
-42,182
-84% -$1.28M 0.03% 329
2014
Q2 		$1.56M Sell
50,224
-248
-0.5% -$7.74K 0.21% 160
2014
Q1 		$1.59M Sell
50,472
-936
-2% -$29.7K 0.24% 135
2013
Q4 		$1.72M Sell
51,408
-183,136
-78% -$6.01M 0.28% 124
2013
Q3 		$7.27M Buy
234,544
+39,080
+20% +$1.18M 1.54% 7
2013
Q2 		$5.68M Buy
+195,464
New +$5.3M 1.47% 6

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Convergence Investment Partners's AFL Position: Q4 2024 in Review

Convergence Investment Partners sold out of Aflac (AFL) in Q4 2024, closing a stake of 1,898 shares — an estimated $212K sold.

Convergence Investment Partners first reported a position in AFL in Q2 2013 and held it in 16 quarters. The position peaked at $7.27M in Q3 2013. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Convergence Investment Partners reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 1,898 Aflac shares in Q4 2024, an estimated $212K.
  • Convergence Investment Partners first reported a position in Aflac in Q2 2013 and held it in 16 quarters.
  • Convergence Investment Partners's Aflac position peaked at $7.27M in Q3 2013.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.