Lee, Danner & Bass’s Aflac AFL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-537	Closed	-$55.5K	–	233
2024 Q4	$55.5K	Buy	+537	New	+$58.6K	﹤0.01%	340

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

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

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

Lee, Danner & Bass's AFL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Aflac (AFL) in Q1 2025, closing a stake of 537 shares — an estimated $55.5K sold.

Lee, Danner & Bass first reported a position in AFL in Q4 2024 and held it in 1 quarter. The position peaked at $55.5K in Q4 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

Lee, Danner & Bass reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 537 Aflac shares in Q1 2025, an estimated $55.5K.
Lee, Danner & Bass first reported a position in Aflac in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Aflac position peaked at $55.5K in Q4 2024.
1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.