Gries Financial’s Aflac AFL Stock Holding History

Gries Financial’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
2023 Q1	–	Sell	-30,630	Closed	-$2.2M	–	166
2022 Q4	$2.2M	Buy	30,630 +10,033	+49%	+$672K	0.73%	50
2022 Q3	$1.16M	Buy	20,597 +815	+4%	+$48K	0.49%	66
2022 Q2	$1.09M	Buy	19,782 +439	+2%	+$25.9K	0.52%	56
2022 Q1	$1.25M	Buy	19,343 +6,420	+50%	+$402K	0.46%	66
2021 Q4	$755K	Sell	12,923 -14,065	-52%	-$788K	0.31%	87
2021 Q3	$1.41M	Sell	26,988 -64	-0.2%	-$3.5K	0.44%	71
2021 Q2	$1.49M	Sell	27,052 -301	-1%	-$16.4K	0.48%	61
2021 Q1	$1.52M	Buy	+27,353	New	+$1.31M	0.48%	66

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Gries Financial's AFL Position: Q1 2023 in Review

Gries Financial sold out of Aflac (AFL) in Q1 2023, closing a stake of 30,630 shares — an estimated $2.2M sold.

Gries Financial first reported a position in AFL in Q1 2021 and held it in 8 quarters. The position peaked at $2.2M in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Gries Financial reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Gries Financial sold 30,630 Aflac shares in Q1 2023, an estimated $2.2M.
Gries Financial first reported a position in Aflac in Q1 2021 and held it in 8 quarters.
Gries Financial's Aflac position peaked at $2.2M in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Gries Financial's 13F filing for Q1 2023, filed 22 Jun 2023.