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Gitterman Wealth Management’s Aflac AFL Stock Holding History

Gitterman Wealth 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
Q4 		– Sell
-2,208
Closed -$247K – 129
2024
Q3 		$247K Buy
+2,208
New +$224K 0.1% 85
2024
Q2 		– Sell
-5,840
Closed -$501K – 110
2024
Q1 		$501K Buy
+5,840
New +$479K 0.19% 28
2023
Q2 		– Sell
-3,183
Closed -$206K – 83
2023
Q1 		$206K Buy
+3,183
New +$218K 0.1% 73

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gitterman Wealth Management's AFL Position: Q4 2024 in Review

Gitterman Wealth Management sold out of Aflac (AFL) in Q4 2024, closing a stake of 2,208 shares — an estimated $247K sold.

Gitterman Wealth Management first reported a position in AFL in Q1 2023 and held it in 3 quarters. The position peaked at $501K in Q1 2024. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Gitterman Wealth Management reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,208 Aflac shares in Q4 2024, an estimated $247K.
  • Gitterman Wealth Management first reported a position in Aflac in Q1 2023 and held it in 3 quarters.
  • Gitterman Wealth Management's Aflac position peaked at $501K in Q1 2024.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.