Evanson Asset Management’s Aflac AFL Stock Holding History

Evanson Asset 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
2022 Q4	–	Sell	-3,966	Closed	-$223K	–	271
2022 Q3	$223K	Hold	3,966	–	–	0.03%	234
2022 Q2	$219K	Hold	3,966	–	–	0.02%	237
2022 Q1	$255K	Hold	3,966	–	–	0.02%	244
2021 Q4	$232K	Hold	3,966	–	–	0.02%	262
2021 Q3	$212K	Hold	3,966	–	–	0.02%	266
2021 Q2	$213K	Hold	3,966	–	–	0.02%	257
2021 Q1	$203K	Buy	+3,966	New	+$190K	0.03%	263
2020 Q1	–	Sell	-4,166	Closed	-$220K	–	221
2019 Q4	$220K	Hold	4,166	–	–	0.04%	218
2019 Q3	$218K	Hold	4,166	–	–	0.04%	212
2019 Q2	$228K	Hold	4,166	–	–	0.05%	215
2019 Q1	$208K	Buy	+4,166	New	+$201K	0.04%	221

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evanson Asset Management's AFL Position: Q4 2022 in Review

Evanson Asset Management sold out of Aflac (AFL) in Q4 2022, closing a stake of 3,966 shares — an estimated $223K sold.

Evanson Asset Management first reported a position in AFL in Q1 2019 and held it in 11 quarters. The position peaked at $255K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold AFL as of Q4 2022.

Evanson Asset Management reported no remaining Aflac position as of Q4 2022 after selling out during the quarter.
Evanson Asset Management sold 3,966 Aflac shares in Q4 2022, an estimated $223K.
Evanson Asset Management first reported a position in Aflac in Q1 2019 and held it in 11 quarters.
Evanson Asset Management's Aflac position peaked at $255K in Q1 2022.
1,303 funds tracked by Wall St. Rank held Aflac as of Q4 2022.

Based on Evanson Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.