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Kelly Financial Services’s Aflac AFL Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-422
Closed -$37.7K – 127
2024
Q2 		$37.7K Buy
422
+111
+36% +$9.54K 0.01% 258
2024
Q1 		$26.7K Buy
311
+110
+55% +$9.02K 0.01% 291
2023
Q4 		$16.6K Buy
201
+21
+12% +$1.69K 0.01% 334
2023
Q3 		$13.8K Buy
180
+91
+102% +$6.75K 0.01% 329
2023
Q2 		$6.21K Buy
+89
New +$5.96K ﹤0.01% 420

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kelly Financial Services's AFL Position: Q3 2024 in Review

Kelly Financial Services sold out of Aflac (AFL) in Q3 2024, closing a stake of 422 shares — an estimated $37.7K sold.

Kelly Financial Services first reported a position in AFL in Q2 2023 and held it in 5 quarters. The position peaked at $37.7K in Q2 2024. 1,551 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Kelly Financial Services reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 422 Aflac shares in Q3 2024, an estimated $37.7K.
  • Kelly Financial Services first reported a position in Aflac in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's Aflac position peaked at $37.7K in Q2 2024.
  • 1,551 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.