EdgeRock Capital’s Aflac AFL Stock Holding History

EdgeRock Capital’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 Q1	–	Sell	-1,018	Closed	-$78.2K	–	68
2023 Q4	$78.2K	Buy	+1,018	New	+$82K	0.06%	86
2022 Q4	–	Sell	-454	Closed	-$26K	–	69
2022 Q3	$26K	Buy	+454	New	+$26.7K	0.01%	142

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EdgeRock Capital's AFL Position: Q1 2024 in Review

EdgeRock Capital sold out of Aflac (AFL) in Q1 2024, closing a stake of 1,018 shares — an estimated $78.2K sold.

EdgeRock Capital first reported a position in AFL in Q3 2022 and held it in 2 quarters. The position peaked at $78.2K in Q4 2023. 1,422 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

EdgeRock Capital reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
EdgeRock Capital sold 1,018 Aflac shares in Q1 2024, an estimated $78.2K.
EdgeRock Capital first reported a position in Aflac in Q3 2022 and held it in 2 quarters.
EdgeRock Capital's Aflac position peaked at $78.2K in Q4 2023.
1,422 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on EdgeRock Capital's 13F filing for Q1 2024, filed 15 May 2024.