LBA
AFL icon

Lowell Blake & Associates’s Aflac AFL Stock Holding History

Lowell Blake & Associates’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
Q3 		$251K Hold
3,274
– – 0.07% 55
2023
Q2 		$229K Hold
3,274
– – 0.07% 54
2023
Q1 		$211K Hold
3,274
– – 0.07% 56
2022
Q4 		$236K Buy
+3,274
New +$219K 0.08% 54
2020
Q1 		– Sell
-5,000
Closed -$265K – 49
2019
Q4 		$265K Buy
+5,000
New +$265K 0.29% 48

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lowell Blake & Associates's AFL Position: Q3 2023 in Review

Lowell Blake & Associates held its Aflac (AFL) position steady in Q3 2023 at 3,274 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #55.

Lowell Blake & Associates first reported a position in AFL in Q4 2019 and has held it in 5 quarters since. The position peaked at $265K in Q4 2019. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Lowell Blake & Associates held 3,274 shares of Aflac worth $251K as of Q3 2023.
  • Lowell Blake & Associates left its Aflac share count unchanged in Q3 2023.
  • Aflac made up 0.07% of Lowell Blake & Associates's portfolio in Q3 2023, its #55 holding.
  • Lowell Blake & Associates first reported a position in Aflac in Q4 2019 and has held it in 5 quarters since.
  • Lowell Blake & Associates's Aflac position peaked at $265K in Q4 2019.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.