Freedom Investment Management’s Aflac AFL Stock Holding History

Freedom Investment 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
2024 Q2	–	Sell	-9,275	Closed	-$796K	–	775
2024 Q1	$796K	Sell	9,275 -3,603	-28%	-$295K	0.06%	312
2023 Q4	$1.06M	Sell	12,878 -2,379	-16%	-$192K	0.09%	226
2023 Q3	$1.17M	Buy	15,257 +3,105	+26%	+$230K	0.14%	170
2023 Q2	$848K	Buy	+12,152	New	+$813K	0.1%	278
2018 Q1	–	Sell	-36,260	Closed	-$1.59M	–	1111
2017 Q4	$1.59M	Buy	36,260 +2,538	+8%	+$108K	0.08%	212
2017 Q3	$1.37M	Buy	33,722 +1,094	+3%	+$44.1K	0.08%	229
2017 Q2	$1.27M	Sell	32,628 -280	-0.9%	-$10.5K	0.07%	232
2017 Q1	$1.19M	Sell	32,908 -4,892	-13%	-$173K	0.07%	240
2016 Q4	$1.31M	Buy	37,800 +5,326	+16%	+$188K	0.08%	179
2016 Q3	$1.17M	Sell	32,474 -5,682	-15%	-$207K	0.07%	201
2016 Q2	$1.38M	Buy	38,156 +30,490	+398%	+$1.04M	0.09%	136
2016 Q1	$242K	Sell	7,666 -404	-5%	-$12K	0.02%	652
2015 Q4	$242K	Sell	8,070 -13,114	-62%	-$408K	0.02%	623
2015 Q3	$1.16M	Buy	21,184 +13,226	+166%	+$400K	0.12%	135
2015 Q2	$247K	Sell	7,958 -372	-4%	-$11.8K	0.03%	567
2015 Q1	$267K	Buy	8,330 +112	+1%	+$3.42K	0.03%	511
2014 Q4	$251K	Buy	8,218 +1,026	+14%	+$30.3K	0.03%	481
2014 Q3	$209K	Buy	+7,192	New	+$219K	0.04%	442

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return