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Epoch Investment Partners’s Aflac AFL Stock Holding History

Epoch Investment Partners’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 		– Sell
-7,595
Closed -$849K – 283
2024
Q3 		$849K Sell
7,595
-341
-4% -$34.7K ﹤0.01% 310
2024
Q2 		$709K Sell
7,936
-594
-7% -$51.1K ﹤0.01% 327
2024
Q1 		$732K Sell
8,530
-1,651
-16% -$135K ﹤0.01% 349
2023
Q4 		$840K Sell
10,181
-2,594
-20% -$209K ﹤0.01% 351
2023
Q3 		$980K Sell
12,775
-984
-7% -$73K 0.01% 346
2023
Q2 		$960K Sell
13,759
-651
-5% -$43.6K 0.01% 364
2023
Q1 		$930K Buy
14,410
+372
+3% +$25.5K 0.01% 359
2022
Q4 		$1.01M Sell
14,038
-409
-3% -$27.4K 0.01% 348
2022
Q3 		$812K Buy
14,447
+7,807
+118% +$459K 0.01% 358
2022
Q2 		$367K Hold
6,640
– – ﹤0.01% 411
2022
Q1 		$428K Buy
+6,640
New +$416K ﹤0.01% 413

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Epoch Investment Partners's AFL Position: Q4 2024 in Review

Epoch Investment Partners sold out of Aflac (AFL) in Q4 2024, closing a stake of 7,595 shares — an estimated $849K sold.

Epoch Investment Partners first reported a position in AFL in Q1 2022 and held it in 11 quarters. The position peaked at $1.01M in Q4 2022. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Epoch Investment Partners reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 7,595 Aflac shares in Q4 2024, an estimated $849K.
  • Epoch Investment Partners first reported a position in Aflac in Q1 2022 and held it in 11 quarters.
  • Epoch Investment Partners's Aflac position peaked at $1.01M in Q4 2022.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.