McKinley Carter Wealth Services’s Aflac AFL Stock Holding History

McKinley Carter Wealth Services’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 Q1	–	Sell	-3,971	Closed	-$210K	–	134
2019 Q4	$210K	Sell	3,971 -515	-11%	-$27.3K	0.05%	158
2019 Q3	$235K	Buy	4,486 +2	+0%	+$106	0.06%	146
2019 Q2	$246K	Buy	4,484 +427	+11%	+$22K	0.07%	142
2019 Q1	$203K	Buy	+4,057	New	+$196K	0.06%	147
2018 Q2	–	Sell	-4,480	Closed	-$196K	–	161
2018 Q1	$196K	Buy	+4,480	New	+$198K	0.06%	155
2014 Q3	–	Sell	-6,946	Closed	-$216K	–	93
2014 Q2	$216K	Sell	6,946 -4,172	-38%	-$130K	0.23%	86
2014 Q1	$350K	Sell	11,118 -24,656	-69%	-$784K	0.38%	59
2013 Q4	$1.2M	Buy	35,774 +27,628	+339%	+$906K	1.16%	24
2013 Q3	$252K	Buy	+8,146	New	+$245K	0.3%	70

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

McKinley Carter Wealth Services's AFL Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Aflac (AFL) in Q1 2020, closing a stake of 3,971 shares — an estimated $210K sold.

McKinley Carter Wealth Services first reported a position in AFL in Q3 2013 and held it in 9 quarters. The position peaked at $1.2M in Q4 2013. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

McKinley Carter Wealth Services reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,971 Aflac shares in Q1 2020, an estimated $210K.
McKinley Carter Wealth Services first reported a position in Aflac in Q3 2013 and held it in 9 quarters.
McKinley Carter Wealth Services's Aflac position peaked at $1.2M in Q4 2013.
973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.