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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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Freedom Investment Management's AFL Position: Q2 2024 in Review

Freedom Investment Management sold out of Aflac (AFL) in Q2 2024, closing a stake of 9,275 shares — an estimated $796K sold.

Freedom Investment Management first reported a position in AFL in Q3 2014 and held it in 18 quarters. The position peaked at $1.59M in Q4 2017. 1,446 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

  • Freedom Investment Management reported no remaining Aflac position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 9,275 Aflac shares in Q2 2024, an estimated $796K.
  • Freedom Investment Management first reported a position in Aflac in Q3 2014 and held it in 18 quarters.
  • Freedom Investment Management's Aflac position peaked at $1.59M in Q4 2017.
  • 1,446 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.