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Jupiter Investment Management’s Aflac AFL Stock Holding History

Jupiter Investment 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
2019
Q4 		– Sell
-1,270,290
Closed -$66.5M – 432
2019
Q3 		$66.5M Sell
1,270,290
-78,813
-6% -$4.16M 0.86% 25
2019
Q2 		$73.9M Sell
1,349,103
-362,297
-21% -$18.7M 0.75% 46
2019
Q1 		$85.6M Sell
1,711,400
-2,610,796
-60% -$126M 0.79% 42
2018
Q4 		$197M Sell
4,322,196
-286,894
-6% -$12.8M 1.74% 15
2018
Q3 		$217M Sell
4,609,090
-371,823
-7% -$17M 1.48% 20
2018
Q2 		$214M Buy
4,980,913
+89,838
+2% +$4.04M 1.53% 17
2018
Q1 		$214M Buy
4,891,075
+3,638,789
+291% +$161M 1.71% 19
2017
Q4 		$55M Buy
1,252,286
+288,100
+30% +$12.3M 0.51% 63
2017
Q3 		$39.2M Sell
964,186
-365,798
-28% -$14.7M 0.41% 80
2017
Q2 		$51.7M Buy
1,329,984
+1,329,556
+310,644% +$50M 0.63% 52
2017
Q1 		$15K Sell
428
-1,118,182
-100% -$39.6M ﹤0.01% 377
2016
Q4 		$38.9M Buy
+1,118,610
New +$39.4M 0.67% 49
2016
Q3 		– Sell
-52,370
Closed -$1.89M – 364
2016
Q2 		$1.89M Sell
52,370
-270,690
-84% -$9.24M 0.04% 257
2016
Q1 		$10.2M Buy
323,060
+48,766
+18% +$1.45M 0.21% 127
2015
Q4 		$8.21M Buy
+274,294
New +$8.54M 0.22% 113
2014
Q3 		– Sell
-46,400
Closed -$1.44M – 309
2014
Q2 		$1.44M Buy
+46,400
New +$1.45M 0.08% 197
2014
Q1 		– Sell
-29,400
Closed -$981K – 326
2013
Q4 		$981K Sell
29,400
-13,400
-31% -$440K 0.08% 233
2013
Q3 		$1.33M Buy
+42,800
New +$1.29M 0.13% 198

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jupiter Investment Management's AFL Position: Q4 2019 in Review

Jupiter Investment Management sold out of Aflac (AFL) in Q4 2019, closing a stake of 1,270,290 shares — an estimated $66.5M sold.

Jupiter Investment Management first reported a position in AFL in Q3 2013 and held it in 18 quarters. The position peaked at $217M in Q3 2018. 1,110 funds tracked by Wall St. Rank hold AFL as of Q4 2019.

  • Jupiter Investment Management reported no remaining Aflac position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 1,270,290 Aflac shares in Q4 2019, an estimated $66.5M.
  • Jupiter Investment Management first reported a position in Aflac in Q3 2013 and held it in 18 quarters.
  • Jupiter Investment Management's Aflac position peaked at $217M in Q3 2018.
  • 1,110 funds tracked by Wall St. Rank held Aflac as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.