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Meristem Family Wealth’s Aflac AFL Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$268K Sell
4,159
-2,398
-37% -$150K 0.03% 276
2021
Q4 		$383K Buy
+6,557
New +$367K 0.03% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Meristem Family Wealth's AFL Position: Q1 2022 in Review

Meristem Family Wealth reduced its Aflac (AFL) stake by 37% in Q1 2022, selling an estimated $150K and leaving 4,159 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #276.

Meristem Family Wealth first reported a position in AFL in Q4 2021 and has held it in 2 quarters since. The position peaked at $383K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold AFL as of Q1 2022.

  • Meristem Family Wealth held 4,159 shares of Aflac worth $268K as of Q1 2022.
  • Meristem Family Wealth sold 2,398 Aflac shares in Q1 2022, an estimated $150K.
  • Aflac made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #276 holding.
  • Meristem Family Wealth first reported a position in Aflac in Q4 2021 and has held it in 2 quarters since.
  • Meristem Family Wealth's Aflac position peaked at $383K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Aflac as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.