CA
AFL icon

CSM Advisors’s Aflac AFL Stock Holding History

CSM Advisors’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 		– Sell
-4,047
Closed -$361K – 123
2024
Q2 		$361K Sell
4,047
-300
-7% -$25.8K 0.03% 116
2024
Q1 		$373K Sell
4,347
-1,300
-23% -$107K 0.02% 124
2023
Q4 		$466K Sell
5,647
-100
-2% -$8.06K 0.03% 125
2023
Q3 		$441K Sell
5,747
-1,800
-24% -$134K 0.04% 117
2023
Q2 		$527K Sell
7,547
-1,100
-13% -$73.6K 0.04% 124
2023
Q1 		$558K Hold
8,647
– – 0.05% 119
2022
Q4 		$622K Hold
8,647
– – 0.06% 109
2022
Q3 		$486K Hold
8,647
– – 0.05% 114
2022
Q2 		$478K Hold
8,647
– – 0.04% 109
2022
Q1 		$557K Hold
8,647
– – 0.04% 111
2021
Q4 		$505K Hold
8,647
– – 0.03% 135
2021
Q3 		$451K Hold
8,647
– – 0.03% 131
2021
Q2 		$464K Buy
+8,647
New +$471K 0.03% 138

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CSM Advisors's AFL Position: Q3 2024 in Review

CSM Advisors sold out of Aflac (AFL) in Q3 2024, closing a stake of 4,047 shares — an estimated $361K sold.

CSM Advisors first reported a position in AFL in Q2 2021 and held it in 13 quarters. The position peaked at $622K in Q4 2022. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • CSM Advisors reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
  • CSM Advisors sold 4,047 Aflac shares in Q3 2024, an estimated $361K.
  • CSM Advisors first reported a position in Aflac in Q2 2021 and held it in 13 quarters.
  • CSM Advisors's Aflac position peaked at $622K in Q4 2022.
  • 1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on CSM Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.