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Eagle Ridge Investment Management’s Aflac AFL Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$248K Hold
2,400
– – 0.02% 132
2024
Q3 		$268K Hold
2,400
– – 0.02% 129
2024
Q2 		$214K Hold
2,400
– – 0.02% 135
2024
Q1 		$206K Buy
+2,400
New +$197K 0.02% 144

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Eagle Ridge Investment Management's AFL Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Aflac (AFL) position steady in Q4 2024 at 2,400 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #132.

Eagle Ridge Investment Management first reported a position in AFL in Q1 2024 and has held it in 4 quarters since. The position peaked at $268K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Eagle Ridge Investment Management held 2,400 shares of Aflac worth $248K as of Q4 2024.
  • Eagle Ridge Investment Management left its Aflac share count unchanged in Q4 2024.
  • Aflac made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #132 holding.
  • Eagle Ridge Investment Management first reported a position in Aflac in Q1 2024 and has held it in 4 quarters since.
  • Eagle Ridge Investment Management's Aflac position peaked at $268K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.