EWM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
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