LifePlan Financial Group’s Aflac AFL Stock Holding History

LifePlan Financial 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
2020 Q3	$111K	Buy	3,062 +23	+0.8%	+$838	0.05%	177
2020 Q2	$109K	Buy	3,039 +23	+0.8%	+$831	0.05%	173
2020 Q1	$103K	Buy	3,016 +18	+0.6%	+$823	0.06%	161
2019 Q4	$159K	Buy	2,998 +16	+0.5%	+$849	0.07%	147
2019 Q3	$156K	Buy	2,982 +16	+0.5%	+$845	0.07%	144
2019 Q2	$163K	Buy	2,966 +15	+0.5%	+$773	0.08%	139
2019 Q1	$148K	Buy	2,951 +16	+0.5%	+$771	0.08%	147
2018 Q4	$134K	Buy	2,935 +17	+0.6%	+$756	0.08%	150
2018 Q3	$137K	Buy	2,918 +16	+0.6%	+$732	0.07%	156
2018 Q2	$125K	Buy	2,902 +16	+0.6%	+$719	0.07%	157
2018 Q1	$126K	Buy	+2,886	New	+$128K	0.07%	144
2014 Q2	–	Sell	-2,620	Closed	-$83K	–	71
2014 Q1	$83K	Buy	2,620 +14	+0.5%	+$445	0.07%	92
2013 Q4	$87K	Buy	2,606 +14	+0.5%	+$459	0.06%	87
2013 Q3	$80K	Buy	2,592 +16	+0.6%	+$482	0.07%	79
2013 Q2	$75K	Buy	+2,576	New	+$69.9K	0.08%	64

Other funds holding AFL

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 New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LifePlan Financial Group's AFL Position: Q3 2020 in Review

LifePlan Financial Group increased its Aflac (AFL) stake by 0.76% in Q3 2020, buying an estimated $838 and bringing the position to 3,062 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #177.

LifePlan Financial Group first reported a position in AFL in Q2 2013 and has held it in 15 quarters since. The position peaked at $163K in Q2 2019. 940 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

LifePlan Financial Group held 3,062 shares of Aflac worth $111K as of Q3 2020.
LifePlan Financial Group bought 23 Aflac shares in Q3 2020, an estimated $838.
Aflac made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #177 holding.
LifePlan Financial Group first reported a position in Aflac in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Aflac position peaked at $163K in Q2 2019.
940 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.