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Legacy Capital Partners’s Aflac AFL Stock Holding History

Legacy Capital Partners’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
2022
Q1 		$505K Hold
7,840
– – 0.17% 102
2021
Q4 		$458K Hold
7,840
– – 0.15% 110
2021
Q3 		$409K Hold
7,840
– – 0.15% 109
2021
Q2 		$421K Hold
7,840
– – 0.15% 109
2021
Q1 		$401K Hold
7,840
– – 0.15% 103
2020
Q4 		$349K Hold
7,840
– – 0.14% 109
2020
Q3 		$285K Sell
7,840
-500
-6% -$18.2K 0.12% 112
2020
Q2 		$300K Hold
8,340
– – 0.13% 110
2020
Q1 		$286K Hold
8,340
– – 0.14% 106
2019
Q4 		$441K Hold
8,340
– – 0.18% 99
2019
Q3 		$436K Hold
8,340
– – 0.19% 93
2019
Q2 		$457K Sell
8,340
-8,400
-50% -$433K 0.2% 92
2019
Q1 		$837K Sell
16,740
-175
-1% -$8.43K 0.39% 66
2018
Q4 		$771K Sell
16,915
-200
-1% -$8.89K 0.41% 63
2018
Q3 		$806K Sell
17,115
-400
-2% -$18.3K 0.37% 67
2018
Q2 		$753K Buy
17,515
+1,835
+12% +$82.4K 0.37% 69
2018
Q1 		$686K Sell
15,680
-7,206
-31% -$319K 0.34% 72
2017
Q4 		$1M Hold
22,886
– – 0.5% 56
2017
Q3 		$931K Sell
22,886
-1,312
-5% -$52.8K 0.49% 54
2017
Q2 		$940K Buy
24,198
+10,814
+81% +$406K 0.51% 56
2017
Q1 		$485K Sell
13,384
-1,496
-10% -$53K 0.27% 79
2016
Q4 		$518K Sell
14,880
-300
-2% -$10.6K 0.31% 73
2016
Q3 		$546K Buy
15,180
+1,400
+10% +$51K 0.34% 72
2016
Q2 		$498K Buy
+13,780
New +$471K 0.31% 77

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Capital Partners's AFL Position: Q1 2022 in Review

Legacy Capital Partners held its Aflac (AFL) position steady in Q1 2022 at 7,840 shares worth $505K. The position accounts for 0.17% of the portfolio, ranked #102.

Legacy Capital Partners first reported a position in AFL in Q2 2016 and has held it in 24 quarters since. The position peaked at $1M in Q4 2017. 1,205 funds tracked by Wall St. Rank hold AFL as of Q1 2022.

  • Legacy Capital Partners held 7,840 shares of Aflac worth $505K as of Q1 2022.
  • Legacy Capital Partners left its Aflac share count unchanged in Q1 2022.
  • Aflac made up 0.17% of Legacy Capital Partners's portfolio in Q1 2022, its #102 holding.
  • Legacy Capital Partners first reported a position in Aflac in Q2 2016 and has held it in 24 quarters since.
  • Legacy Capital Partners's Aflac position peaked at $1M in Q4 2017.
  • 1,205 funds tracked by Wall St. Rank held Aflac as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.