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James Investment Research’s Aflac AFL Stock Holding History

James Investment Research’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
Q4 		– Sell
-1,190
Closed -$43K – 505
2020
Q3 		$43K Sell
1,190
-14,383
-92% -$524K ﹤0.01% 352
2020
Q2 		$561K Sell
15,573
-3,300
-17% -$119K 0.05% 186
2020
Q1 		$646K Sell
18,873
-266,725
-93% -$12.2M 0.07% 162
2019
Q4 		$15.1M Buy
285,598
+1,992
+0.7% +$106K 1.05% 22
2019
Q3 		$14.8M Sell
283,606
-9,894
-3% -$522K 1.08% 20
2019
Q2 		$16.1M Sell
293,500
-22,288
-7% -$1.15M 1.17% 23
2019
Q1 		$15.8M Buy
315,788
+14,531
+5% +$700K 1.03% 21
2018
Q4 		$13.7M Sell
301,257
-10,236
-3% -$455K 0.85% 23
2018
Q3 		$14.7M Sell
311,493
-12,708
-4% -$582K 0.6% 32
2018
Q2 		$13.9M Buy
324,201
+194,287
+150% +$8.73M 0.53% 42
2018
Q1 		$5.68M Buy
129,914
+3,456
+3% +$153K 0.21% 103
2017
Q4 		$5.55M Buy
126,458
+54,298
+75% +$2.32M 0.19% 105
2017
Q3 		$2.94M Buy
72,160
+44,310
+159% +$1.78M 0.1% 161
2017
Q2 		$1.08M Sell
27,850
-1,550
-5% -$58.2K 0.03% 408
2017
Q1 		$1.06M Sell
29,400
-3,750
-11% -$133K 0.03% 303
2016
Q4 		$1.15M Sell
33,150
-47,980
-59% -$1.69M 0.03% 260
2016
Q3 		$2.92M Buy
81,130
+43,780
+117% +$1.59M 0.08% 183
2016
Q2 		$1.35M Buy
37,350
+15,300
+69% +$522K 0.03% 214
2016
Q1 		$696K Buy
+22,050
New +$655K 0.02% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

James Investment Research's AFL Position: Q4 2020 in Review

James Investment Research sold out of Aflac (AFL) in Q4 2020, closing a stake of 1,190 shares — an estimated $43K sold.

James Investment Research first reported a position in AFL in Q1 2016 and held it in 19 quarters. The position peaked at $16.1M in Q2 2019. 1,044 funds tracked by Wall St. Rank hold AFL as of Q4 2020.

  • James Investment Research reported no remaining Aflac position as of Q4 2020 after selling out during the quarter.
  • James Investment Research sold 1,190 Aflac shares in Q4 2020, an estimated $43K.
  • James Investment Research first reported a position in Aflac in Q1 2016 and held it in 19 quarters.
  • James Investment Research's Aflac position peaked at $16.1M in Q2 2019.
  • 1,044 funds tracked by Wall St. Rank held Aflac as of Q4 2020.

Based on James Investment Research's 13F filing for Q4 2020, filed 27 Jan 2021.