Laffer Tengler Investments’s Aflac AFL Stock Holding History

Laffer Tengler 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
2024 Q3	–	Sell	-65	Closed	-$5.8K	–	178
2024 Q2	$5.8K	Hold	65	–	–	﹤0.01%	335
2024 Q1	$5.58K	Hold	65	–	–	﹤0.01%	335
2023 Q4	$5.36K	Hold	65	–	–	﹤0.01%	309
2023 Q3	$4.99K	Sell	65 -17,505	-100%	-$1.3M	﹤0.01%	289
2023 Q2	$1.23M	Buy	17,570 +3,193	+22%	+$214K	0.33%	91
2023 Q1	$928K	Sell	14,377 -1,774	-11%	-$121K	0.25%	104
2022 Q4	$1.16M	Buy	16,151 +1,511	+10%	+$101K	0.33%	91
2022 Q3	$823K	Buy	14,640 +488	+3%	+$28.7K	0.3%	99
2022 Q2	$783K	Sell	14,152 -488	-3%	-$28.8K	0.27%	107
2022 Q1	$943K	Buy	+14,640	New	+$917K	0.28%	108
2019 Q2	–	Sell	-56,992	Closed	-$2.85M	–	104
2019 Q1	$2.85M	Hold	56,992	–	–	0.77%	41
2018 Q4	$2.6M	Hold	56,992	–	–	0.77%	36
2018 Q3	$2.68M	Hold	56,992	–	–	0.66%	52
2018 Q2	$2.45M	Hold	56,992	–	–	0.63%	62
2018 Q1	$2.49M	Buy	+56,992	New	+$2.52M	0.62%	63
2013 Q3	–	Sell	-114,510	Closed	-$3.33M	–	257
2013 Q2	$3.33M	Buy	+114,510	New	+$3.11M	0.65%	53

Other funds holding AFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return