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Harvest Investment Services’s Aflac AFL Stock Holding History

Harvest Investment Services’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
Q1 		– Sell
-9,927
Closed -$819K – 169
2023
Q4 		$819K Buy
+9,927
New +$800K 0.38% 72
2022
Q3 		– Sell
-3,888
Closed -$215K – 111
2022
Q2 		$215K Buy
+3,888
New +$229K 0.16% 136

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 $3.38T AUM 44.17% 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

Harvest Investment Services's AFL Position: Q1 2024 in Review

Harvest Investment Services sold out of Aflac (AFL) in Q1 2024, closing a stake of 9,927 shares — an estimated $819K sold.

Harvest Investment Services first reported a position in AFL in Q2 2022 and held it in 2 quarters. The position peaked at $819K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold AFL as of Q1 2024.

  • Harvest Investment Services reported no remaining Aflac position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 9,927 Aflac shares in Q1 2024, an estimated $819K.
  • Harvest Investment Services first reported a position in Aflac in Q2 2022 and held it in 2 quarters.
  • Harvest Investment Services's Aflac position peaked at $819K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Aflac as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.