Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Aflac AFL Stock Holding History

Jacobs Levy Equity 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
2020
Q1 		– Sell
-4,322
Closed -$229K – 995
2019
Q4 		$229K Buy
4,322
+252
+6% +$13.4K ﹤0.01% 916
2019
Q3 		$213K Sell
4,070
-16,050
-80% -$847K ﹤0.01% 833
2019
Q2 		$1.1M Buy
+20,120
New +$1.04M 0.02% 625
2016
Q4 		– Sell
-36,200
Closed -$1.3M – 950
2016
Q3 		$1.3M Sell
36,200
-18,840
-34% -$686K 0.02% 517
2016
Q2 		$1.99M Buy
+55,040
New +$1.88M 0.04% 430
2016
Q1 		– Sell
-337,988
Closed -$10.1M – 1094
2015
Q4 		$10.1M Buy
337,988
+289,528
+597% +$9.01M 0.2% 151
2015
Q3 		$1.41M Sell
48,460
-10,180
-17% -$308K 0.03% 423
2015
Q2 		$1.82M Buy
58,640
+10,580
+22% +$335K 0.03% 393
2015
Q1 		$1.54M Sell
48,060
-474,826
-91% -$14.5M 0.03% 409
2014
Q4 		$16M Sell
522,886
-74,320
-12% -$2.19M 0.27% 111
2014
Q3 		$17.4M Buy
597,206
+501,646
+525% +$15.3M 0.29% 118
2014
Q2 		$2.97M Sell
95,560
-14,960
-14% -$467K 0.05% 344
2014
Q1 		$3.48M Buy
110,520
+37,100
+51% +$1.18M 0.06% 310
2013
Q4 		$2.45M Buy
73,420
+55,180
+303% +$1.81M 0.04% 395
2013
Q3 		$565K Buy
+18,240
New +$549K 0.01% 658

Other funds holding AFL

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
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jacobs Levy Equity Management's AFL Position: Q1 2020 in Review

Jacobs Levy Equity Management sold out of Aflac (AFL) in Q1 2020, closing a stake of 4,322 shares — an estimated $229K sold.

Jacobs Levy Equity Management first reported a position in AFL in Q3 2013 and held it in 15 quarters. The position peaked at $17.4M in Q3 2014. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

  • Jacobs Levy Equity Management reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 4,322 Aflac shares in Q1 2020, an estimated $229K.
  • Jacobs Levy Equity Management first reported a position in Aflac in Q3 2013 and held it in 15 quarters.
  • Jacobs Levy Equity Management's Aflac position peaked at $17.4M in Q3 2014.
  • 973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2020, filed 15 May 2020.