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Lourd Capital’s Aflac AFL Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-151,936
Closed -$6.92M – 133
2018
Q4 		$6.92M Buy
151,936
+135
+0.1% +$6K 0.54% 12
2018
Q3 		$7.14M Sell
151,801
-25
-0% -$1.14K 0.46% 13
2018
Q2 		$6.53M Buy
151,826
+109
+0.1% +$4.9K 0.92% 13
2018
Q1 		$6.64M Buy
151,717
+47
+0% +$2.08K 0.89% 13
2017
Q4 		$6.66M Buy
+151,670
New +$6.47M 0.43% 14

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lourd Capital's AFL Position: Q1 2019 in Review

Lourd Capital sold out of Aflac (AFL) in Q1 2019, closing a stake of 151,936 shares — an estimated $6.92M sold.

Lourd Capital first reported a position in AFL in Q4 2017 and held it in 5 quarters. The position peaked at $7.14M in Q3 2018. 1,050 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

  • Lourd Capital reported no remaining Aflac position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 151,936 Aflac shares in Q1 2019, an estimated $6.92M.
  • Lourd Capital first reported a position in Aflac in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's Aflac position peaked at $7.14M in Q3 2018.
  • 1,050 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.