Leelyn Smith’s Aflac AFL Stock Holding History

Leelyn Smith’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	–	Sell	-1,469	Closed	-$106K	–	118
2022 Q4	$106K	Buy	1,469 +3	+0.2%	+$201	0.03%	130
2022 Q3	$82K	Sell	1,466 -379	-21%	-$22.3K	0.03%	121
2022 Q2	$102K	Sell	1,845 -924	-33%	-$54.5K	0.03%	154
2022 Q1	$178K	Buy	2,769 +3	+0.1%	+$188	0.05%	120
2021 Q4	$161K	Sell	2,766 -51	-2%	-$2.86K	0.04%	124
2021 Q3	$147K	Buy	2,817 +3	+0.1%	+$164	0.04%	125
2021 Q2	$151K	Sell	2,814 -34,067	-92%	-$1.86M	0.04%	131
2021 Q1	$1.89M	Buy	36,881 +1,783	+5%	+$85.5K	0.56%	52
2020 Q4	$1.56M	Buy	35,098 +2,022	+6%	+$82.8K	0.5%	60
2020 Q3	$1.26M	Buy	33,076 +333	+1%	+$12.1K	0.45%	62
2020 Q2	$1.18M	Sell	32,743 -497	-1%	-$18K	0.49%	60
2020 Q1	$1.14M	Buy	33,240 +5,136	+18%	+$235K	0.61%	49
2019 Q4	$1.49K	Buy	+28,104	New	+$1.49M	0.72%	36

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return