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HighTower Trust’s Aflac AFL Stock Holding History

HighTower Trust’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
-4,333
Closed -$310K – 223
2022
Q4 		$310K Sell
4,333
-34
-0.8% -$2.28K 0.03% 181
2022
Q3 		$245K Buy
4,367
+41
+0.9% +$2.41K 0.03% 196
2022
Q2 		$234 Sell
4,326
-29
-0.7% -$1.71K 0.02% 205
2022
Q1 		$280K Buy
4,355
+10
+0.2% +$626 0.03% 201
2021
Q4 		$254K Buy
+4,345
New +$243K 0.02% 204
2017
Q3 		– Sell
-7,900
Closed -$307K – 88
2017
Q2 		$307K Hold
7,900
– – 0.04% 117
2017
Q1 		$286K Hold
7,900
– – 0.03% 134
2016
Q4 		$275K Hold
7,900
– – 0.03% 131
2016
Q3 		$284K Hold
7,900
– – 0.03% 125
2016
Q2 		$285K Sell
7,900
-2
-0% -$68 0.03% 126
2016
Q1 		$249K Sell
7,902
-9,238
-54% -$274K 0.03% 124
2015
Q4 		$513K Sell
17,140
-13,620
-44% -$424K 0.07% 98
2015
Q3 		$894K Buy
30,760
+10,860
+55% +$329K 0.15% 57
2015
Q2 		$619K Buy
19,900
+2,140
+12% +$67.7K 0.1% 73
2015
Q1 		$568K Buy
17,760
+220
+1% +$6.71K 0.09% 80
2014
Q4 		$536K Buy
17,540
+320
+2% +$9.45K 0.08% 88
2014
Q3 		$502K Sell
17,220
-5,612
-25% -$171K 0.08% 86
2014
Q2 		$711K Buy
22,832
+14,932
+189% +$466K 0.1% 83
2014
Q1 		$249K Hold
7,900
– – 0.03% 132
2013
Q4 		$264K Hold
7,900
– – 0.03% 126
2013
Q3 		$245K Buy
+7,900
New +$238K 0.04% 123

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HighTower Trust's AFL Position: Q1 2023 in Review

HighTower Trust sold out of Aflac (AFL) in Q1 2023, closing a stake of 4,333 shares — an estimated $310K sold.

HighTower Trust first reported a position in AFL in Q3 2013 and held it in 21 quarters. The position peaked at $894K in Q3 2015. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • HighTower Trust reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
  • HighTower Trust sold 4,333 Aflac shares in Q1 2023, an estimated $310K.
  • HighTower Trust first reported a position in Aflac in Q3 2013 and held it in 21 quarters.
  • HighTower Trust's Aflac position peaked at $894K in Q3 2015.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.