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Magnolia Capital Management’s Aflac AFL Stock Holding History

Magnolia Capital Management’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
Q2 		– Sell
-2,000
Closed -$129K – 130
2023
Q1 		$129K Hold
2,000
– – 0.12% 89
2022
Q4 		$144K Hold
2,000
– – 0.14% 85
2022
Q3 		$112K Hold
2,000
– – 0.12% 95
2022
Q2 		$111K Hold
2,000
– – 0.11% 98
2022
Q1 		$129K Hold
2,000
– – 0.11% 93
2021
Q4 		$117K Buy
+2,000
New +$112K 0.09% 90

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

Magnolia Capital Management's AFL Position: Q2 2023 in Review

Magnolia Capital Management sold out of Aflac (AFL) in Q2 2023, closing a stake of 2,000 shares — an estimated $129K sold.

Magnolia Capital Management first reported a position in AFL in Q4 2021 and held it in 6 quarters. The position peaked at $144K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • Magnolia Capital Management reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
  • Magnolia Capital Management sold 2,000 Aflac shares in Q2 2023, an estimated $129K.
  • Magnolia Capital Management first reported a position in Aflac in Q4 2021 and held it in 6 quarters.
  • Magnolia Capital Management's Aflac position peaked at $144K in Q4 2022.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Magnolia Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.