Kalos Management’s Aflac AFL Stock Holding History

Kalos 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
2022 Q2	–	Sell	-6,629	Closed	-$426K	–	141
2022 Q1	$426K	Sell	6,629 -712	-10%	-$44.6K	0.29%	79
2021 Q4	$415K	Buy	7,341 +349	+5%	+$19.6K	0.11%	179
2021 Q3	$396K	Sell	6,992 -16	-0.2%	-$875	0.11%	180
2021 Q2	$393K	Buy	7,008 +416	+6%	+$22.7K	0.16%	163
2021 Q1	$364K	Hold	6,592	–	–	0.11%	194
2020 Q4	$304K	Sell	6,592 -5	-0.1%	-$205	0.13%	185
2020 Q3	$276K	Hold	6,597	–	–	0.12%	178
2020 Q2	$250K	Hold	6,597	–	–	0.11%	170
2020 Q1	$233K	Buy	+6,597	New	+$302K	0.1%	166
2018 Q3	–	Sell	-17,072	Closed	-$749K	–	164
2018 Q2	$749K	Hold	17,072	–	–	0.34%	79
2018 Q1	$748K	Buy	+17,072	New	+$755K	0.44%	63
2016 Q1	–	Hold	0	–	-$10K	–	154
2015 Q4	–	Hold	0	–	–	–	374

Other funds holding AFL

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

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return