Edmond de Rothschild Holding’s Aflac AFL Stock Holding History

Edmond de Rothschild Holding’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
2021 Q2	–	Sell	-107	Closed	-$5K	–	791
2021 Q1	$5K	Buy	+107	New	+$5.13K	﹤0.01%	712
2019 Q2	–	Sell	-258	Closed	-$13K	–	579
2019 Q1	$13K	Sell	258 -14,250	-98%	-$687K	﹤0.01%	569
2018 Q4	$661K	Sell	14,508 -5,400	-27%	-$240K	0.02%	284
2018 Q3	$938K	Sell	19,908 -3,967	-17%	-$182K	0.03%	274
2018 Q2	$1.03M	Buy	23,875 +741	+3%	+$33.3K	0.03%	261
2018 Q1	$1.01M	Buy	23,134 +9,542	+70%	+$422K	0.03%	271
2017 Q4	$596K	Sell	13,592 -704	-5%	-$30K	0.02%	332
2017 Q3	$582K	Buy	14,296 +9,474	+196%	+$381K	0.02%	347
2017 Q2	$187K	Sell	4,822 -1,228	-20%	-$46.1K	0.01%	488
2017 Q1	$219K	Sell	6,050 -2,198	-27%	-$77.9K	0.01%	473
2016 Q4	$287K	Buy	8,248 +1,730	+27%	+$60.9K	0.01%	449
2016 Q3	$234K	Buy	6,518 +4,212	+183%	+$153K	0.01%	494
2016 Q2	$83K	Buy	+2,306	New	+$78.7K	﹤0.01%	585

Other funds holding AFL

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return