DI
AFL icon

Disciplined Investments’s Aflac AFL Stock Holding History

Disciplined 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
-59
Closed -$4.12K – 142
2023
Q2 		$4.12K Sell
59
-1
-2% -$67 ﹤0.01% 448
2023
Q1 		$3.87K Sell
60
-8
-12% -$548 ﹤0.01% 479
2022
Q4 		$4.89K Hold
68
– – ﹤0.01% 403
2022
Q3 		$4K Buy
68
+3
+5% +$177 ﹤0.01% 447
2022
Q2 		$4K Buy
65
+12
+23% +$708 ﹤0.01% 462
2022
Q1 		$3K Buy
+53
New +$3.32K ﹤0.01% 537
2020
Q4 		– Sell
-670
Closed -$24K – 315
2020
Q3 		$24K Hold
670
– – 0.02% 204
2020
Q2 		$24K Hold
670
– – 0.02% 210
2020
Q1 		$23K Hold
670
– – 0.02% 204
2019
Q4 		$35K Buy
+670
New +$35.6K 0.03% 191

Other funds holding AFL

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

Disciplined Investments's AFL Position: Q3 2023 in Review

Disciplined Investments sold out of Aflac (AFL) in Q3 2023, closing a stake of 59 shares — an estimated $4.12K sold.

Disciplined Investments first reported a position in AFL in Q4 2019 and held it in 10 quarters. The position peaked at $35K in Q4 2019. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Disciplined Investments reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 59 Aflac shares in Q3 2023, an estimated $4.12K.
  • Disciplined Investments first reported a position in Aflac in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's Aflac position peaked at $35K in Q4 2019.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.