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Morningstar Investment Services’s Aflac AFL Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-3,723
Closed -$412K – 151
2024
Q3 		$412K Buy
3,723
+476
+15% +$48.4K ﹤0.01% 293
2024
Q2 		$289K Buy
3,247
+907
+39% +$78K ﹤0.01% 317
2024
Q1 		$200K Sell
2,340
-2,139
-48% -$175K ﹤0.01% 345
2023
Q4 		$368K Buy
+4,479
New +$361K ﹤0.01% 321

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morningstar Investment Services's AFL Position: Q4 2024 in Review

Morningstar Investment Services sold out of Aflac (AFL) in Q4 2024, closing a stake of 3,723 shares — an estimated $412K sold.

Morningstar Investment Services first reported a position in AFL in Q4 2023 and held it in 4 quarters. The position peaked at $412K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Morningstar Investment Services reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,723 Aflac shares in Q4 2024, an estimated $412K.
  • Morningstar Investment Services first reported a position in Aflac in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Aflac position peaked at $412K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.