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Lake Street Advisors Group’s Aflac AFL Stock Holding History

Lake Street Advisors Group’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
Q4 		$3M Buy
28,973
+17,666
+156% +$1.93M 0.14% 99
2024
Q3 		$1.26M Sell
11,307
-17,430
-61% -$1.77M 0.06% 178
2024
Q2 		$2.57M Sell
28,737
-283
-1% -$24.3K 0.12% 105
2024
Q1 		$2.49M Buy
29,020
+444
+2% +$36.4K 0.12% 115
2023
Q4 		$2.36M Buy
+28,576
New +$2.3M 0.12% 120

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 $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lake Street Advisors Group's AFL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Aflac (AFL) stake by 156% in Q4 2024, buying an estimated $1.93M and bringing the position to 28,973 shares worth $3M. The position accounts for 0.14% of the portfolio, ranked #99.

Lake Street Advisors Group first reported a position in AFL in Q4 2023 and has held it in 5 quarters since. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Lake Street Advisors Group held 28,973 shares of Aflac worth $3M as of Q4 2024.
  • Lake Street Advisors Group bought 17,666 Aflac shares in Q4 2024, an estimated $1.93M.
  • Aflac made up 0.14% of Lake Street Advisors Group's portfolio in Q4 2024, its #99 holding.
  • Lake Street Advisors Group first reported a position in Aflac in Q4 2023 and has held it in 5 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.