Kaizen Advisory’s Aflac AFL Stock Holding History

Kaizen Advisory’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
2018 Q4	$929K	Sell	20,392 -3,352	-14%	-$149K	0.65%	17
2018 Q3	$1.12M	Buy	23,744 +21,827	+1,139%	+$999K	0.58%	26
2018 Q2	$82K	Buy	1,917 +1,165	+155%	+$52.3K	0.04%	256
2018 Q1	$33K	Hold	752	–	–	0.03%	255
2017 Q4	$33K	Buy	+752	New	+$32.1K	0.02%	244

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Kaizen Advisory's AFL Position: Q4 2018 in Review

Kaizen Advisory reduced its Aflac (AFL) stake by 14% in Q4 2018, selling an estimated $149K and leaving 20,392 shares worth $929K. The position accounts for 0.65% of the portfolio, ranked #17.

Kaizen Advisory first reported a position in AFL in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2018. 1,052 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

Kaizen Advisory held 20,392 shares of Aflac worth $929K as of Q4 2018.
Kaizen Advisory sold 3,352 Aflac shares in Q4 2018, an estimated $149K.
Aflac made up 0.65% of Kaizen Advisory's portfolio in Q4 2018, its #17 holding.
Kaizen Advisory first reported a position in Aflac in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Aflac position peaked at $1.12M in Q3 2018.
1,052 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.