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Kula Investments’s Aflac AFL Stock Holding History

Kula Investments’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
2023
Q1 		$304K Buy
+4,705
New +$322K 0.07% 457

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 $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kula Investments's AFL Position: Q1 2023 in Review

Kula Investments opened a new position in Aflac (AFL) in Q1 2023: 4,705 shares worth $304K. The stake represents 0.07% of the portfolio and ranks #457 among its holdings.

1,257 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • Kula Investments held 4,705 shares of Aflac worth $304K as of Q1 2023.
  • Aflac was a new Kula Investments position in Q1 2023.
  • Aflac made up 0.07% of Kula Investments's portfolio in Q1 2023, its #457 holding.
  • 1,257 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.