FormulaFolio Investments’s Aflac AFL Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-16,653	Closed	-$741K	–	473
2020 Q4	$741K	Buy	+16,653	New	+$682K	0.02%	374
2020 Q1	–	Sell	-10,415	Closed	-$551K	–	286
2019 Q4	$551K	Sell	10,415 -860	-8%	-$45.6K	0.02%	234
2019 Q3	$590K	Sell	11,275 -481	-4%	-$25.4K	0.02%	208
2019 Q2	$644K	Buy	11,756 +7,349	+167%	+$379K	0.03%	180
2019 Q1	$220K	Buy	4,407 +22	+0.5%	+$1.06K	0.01%	308
2018 Q4	$206K	Hold	4,385	–	–	0.01%	303
2018 Q3	$206K	Sell	4,385 -412	-9%	-$18.9K	0.01%	303
2018 Q2	$206K	Buy	+4,797	New	+$215K	0.01%	292
2016 Q3	–	Sell	-27,086	Closed	-$977K	–	142
2016 Q2	$977K	Sell	27,086 -10,512	-28%	-$359K	0.17%	47
2016 Q1	$1.19M	Buy	+37,598	New	+$1.12M	0.21%	43
2015 Q1	–	Sell	-14,432	Closed	-$441K	–	84
2014 Q4	$441K	Buy	+14,432	New	+$426K	0.17%	47

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 $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FormulaFolio Investments's AFL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Aflac (AFL) in Q1 2021, closing a stake of 16,653 shares — an estimated $741K sold.

FormulaFolio Investments first reported a position in AFL in Q4 2014 and held it in 11 quarters. The position peaked at $1.19M in Q1 2016. 1,073 funds tracked by Wall St. Rank hold AFL as of Q1 2021.

FormulaFolio Investments reported no remaining Aflac position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 16,653 Aflac shares in Q1 2021, an estimated $741K.
FormulaFolio Investments first reported a position in Aflac in Q4 2014 and held it in 11 quarters.
FormulaFolio Investments's Aflac position peaked at $1.19M in Q1 2016.
1,073 funds tracked by Wall St. Rank held Aflac as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.