Girard Partners’s Aflac AFL Stock Holding History

Girard 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
2020 Q3	–	Sell	-8,121	Closed	-$292K	–	211
2020 Q2	$292K	Sell	8,121 -2,108	-21%	-$76.2K	0.05%	183
2020 Q1	$350K	Sell	10,229 -4,992	-33%	-$228K	0.07%	162
2019 Q4	$805K	Buy	15,221 +719	+5%	+$38.2K	0.13%	125
2019 Q3	$758K	Buy	14,502 +266	+2%	+$14K	0.14%	125
2019 Q2	$780K	Buy	14,236 +545	+4%	+$28.1K	0.14%	130
2019 Q1	$684K	Buy	13,691 +139	+1%	+$6.7K	0.13%	135
2018 Q4	$617K	Sell	13,552 -36	-0.3%	-$1.6K	0.13%	133
2018 Q3	$639K	Buy	13,588 +68	+0.5%	+$3.11K	0.11%	141
2018 Q2	$582K	Buy	+13,520	New	+$607K	0.11%	155
2018 Q1	–	Sell	-11,300	Closed	-$496K	–	251
2017 Q4	$496K	Sell	11,300 -1,164	-9%	-$49.7K	0.1%	165
2017 Q3	$507K	Buy	12,464 +958	+8%	+$38.6K	0.1%	158
2017 Q2	$447K	Buy	11,506 +600	+6%	+$22.5K	0.1%	169
2017 Q1	$395K	Buy	10,906 +2,628	+32%	+$93.1K	0.1%	165
2016 Q4	$288K	Buy	8,278 +220	+3%	+$7.75K	0.08%	179
2016 Q3	$290K	Buy	8,058 +832	+12%	+$30.3K	0.1%	165
2016 Q2	$261K	Buy	+7,226	New	+$247K	0.1%	165

Other funds holding AFL

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

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

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

Boston Partners

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return