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

JPH

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Laffer Tengler Investments's AFL Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Aflac (AFL) in Q3 2024, closing a stake of 65 shares — an estimated $5.8K sold.

Laffer Tengler Investments first reported a position in AFL in Q2 2013 and held it in 16 quarters. The position peaked at $3.33M in Q2 2013. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Laffer Tengler Investments reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 65 Aflac shares in Q3 2024, an estimated $5.8K.
Laffer Tengler Investments first reported a position in Aflac in Q2 2013 and held it in 16 quarters.
Laffer Tengler Investments's Aflac position peaked at $3.33M in Q2 2013.
1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.