GW
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GW & Wade’s Aflac AFL Stock Holding History

GW & Wade’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
Q4 		$431K Buy
5,221
+20
+0.4% +$1.61K 0.01% 310
2023
Q3 		$399K Buy
5,201
+666
+15% +$49.4K 0.01% 299
2023
Q2 		$317K Buy
4,535
+122
+3% +$8.16K 0.01% 314
2023
Q1 		$285K Sell
4,413
-554
-11% -$37.9K 0.01% 321
2022
Q4 		$357K Buy
4,967
+95
+2% +$6.36K 0.01% 289
2022
Q3 		$274K Sell
4,872
-4
-0.1% -$235 0.01% 308
2022
Q2 		$270K Buy
4,876
+274
+6% +$16.2K 0.01% 321
2022
Q1 		$296K Sell
4,602
-76
-2% -$4.76K 0.01% 315
2021
Q4 		$273K Buy
4,678
+10
+0.2% +$560 0.01% 334
2021
Q3 		$243K Buy
4,668
+220
+5% +$12K 0.01% 340
2021
Q2 		$239K Buy
4,448
+2
+0% +$109 0.01% 350
2021
Q1 		$228K Buy
+4,446
New +$213K 0.01% 328
2020
Q1 		– Sell
-4,290
Closed -$227K – 219
2019
Q4 		$227K Buy
4,290
+57
+1% +$3.02K 0.02% 219
2019
Q3 		$221K Sell
4,233
-116
-3% -$6.13K 0.02% 210
2019
Q2 		$238K Buy
+4,349
New +$224K 0.02% 207
2017
Q2 		– Sell
-6,080
Closed -$220K – 235
2017
Q1 		$220K Sell
6,080
-76
-1% -$2.69K 0.03% 218
2016
Q4 		$214K Buy
+6,156
New +$217K 0.04% 210

Other funds holding AFL

Vanguard Group
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GW & Wade's AFL Position: Q4 2023 in Review

GW & Wade increased its Aflac (AFL) stake by 0.38% in Q4 2023, buying an estimated $1.61K and bringing the position to 5,221 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #310.

GW & Wade first reported a position in AFL in Q4 2016 and has held it in 17 quarters since. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • GW & Wade held 5,221 shares of Aflac worth $431K as of Q4 2023.
  • GW & Wade bought 20 Aflac shares in Q4 2023, an estimated $1.61K.
  • Aflac made up 0.01% of GW & Wade's portfolio in Q4 2023, its #310 holding.
  • GW & Wade first reported a position in Aflac in Q4 2016 and has held it in 17 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.