Elmwood Wealth Management’s Aflac AFL Stock Holding History

Elmwood Wealth 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
2021 Q2	$2K	Hold	44	–	–	﹤0.01%	300
2021 Q1	$2K	Buy	+44	New	+$2.11K	﹤0.01%	291
2020 Q3	$5K	Hold	134	–	–	﹤0.01%	208
2020 Q2	$5K	Buy	134 +64	+91%	+$2.31K	﹤0.01%	208
2020 Q1	$3.06K	Buy	+70	New	+$3.2K	﹤0.01%	239
2019 Q4	–	Sell	-70	Closed	-$4K	–	92
2019 Q3	$4K	Hold	70	–	–	﹤0.01%	214
2019 Q2	$4K	Hold	70	–	–	﹤0.01%	237
2019 Q1	$4K	Hold	70	–	–	﹤0.01%	233
2018 Q4	$3K	Hold	70	–	–	﹤0.01%	255
2018 Q3	$3.29K	Hold	70	–	–	﹤0.01%	248
2018 Q2	$3.01K	Hold	70	–	–	﹤0.01%	241
2018 Q1	$3.06K	Buy	+70	New	+$3.1K	﹤0.01%	239

Other funds holding AFL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Elmwood Wealth Management's AFL Position: Q2 2021 in Review

Elmwood Wealth Management held its Aflac (AFL) position steady in Q2 2021 at 44 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Elmwood Wealth Management first reported a position in AFL in Q1 2018 and has held it in 12 quarters since. The position peaked at $5K in Q3 2020. 1,086 funds tracked by Wall St. Rank hold AFL as of Q2 2021.

Elmwood Wealth Management held 44 shares of Aflac worth $2K as of Q2 2021.
Elmwood Wealth Management left its Aflac share count unchanged in Q2 2021.
Aflac made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #300 holding.
Elmwood Wealth Management first reported a position in Aflac in Q1 2018 and has held it in 12 quarters since.
Elmwood Wealth Management's Aflac position peaked at $5K in Q3 2020.
1,086 funds tracked by Wall St. Rank held Aflac as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.