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Mount Lucas Management’s Aflac AFL Stock Holding History

Mount Lucas 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
Q4 		– Sell
-40,183
Closed -$3.08M – 143
2023
Q3 		$3.08M Sell
40,183
-430
-1% -$31.9K 1.09% 18
2023
Q2 		$2.83M Sell
40,613
-5,583
-12% -$374K 0.95% 26
2023
Q1 		$2.98M Buy
46,196
+2,198
+5% +$150K 0.79% 38
2022
Q4 		$3.17M Buy
+43,998
New +$2.95M 1.04% 24
2022
Q2 		– Sell
-70,820
Closed -$4.56M – 91
2022
Q1 		$4.56M Sell
70,820
-6,700
-9% -$419K 1.33% 14
2021
Q4 		$4.53M Sell
77,520
-1,851
-2% -$104K 1.29% 14
2021
Q3 		$4.14M Sell
79,371
-5,679
-7% -$310K 1.25% 24
2021
Q2 		$4.56M Buy
+85,050
New +$4.64M 1.21% 22
2018
Q1 		– Sell
-249,058
Closed -$10.9M – 88
2017
Q4 		$10.9M Sell
249,058
-12,202
-5% -$521K 1.89% 16
2017
Q3 		$10.6M Sell
261,260
-17,094
-6% -$688K 1.92% 11
2017
Q2 		$10.8M Buy
278,354
+3,086
+1% +$116K 2.04% 15
2017
Q1 		$9.97M Buy
+275,268
New +$9.76M 1.99% 12

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mount Lucas Management's AFL Position: Q4 2023 in Review

Mount Lucas Management sold out of Aflac (AFL) in Q4 2023, closing a stake of 40,183 shares — an estimated $3.08M sold.

Mount Lucas Management first reported a position in AFL in Q1 2017 and held it in 12 quarters. The position peaked at $10.9M in Q4 2017. 1,416 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Mount Lucas Management reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
  • Mount Lucas Management sold 40,183 Aflac shares in Q4 2023, an estimated $3.08M.
  • Mount Lucas Management first reported a position in Aflac in Q1 2017 and held it in 12 quarters.
  • Mount Lucas Management's Aflac position peaked at $10.9M in Q4 2017.
  • 1,416 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Mount Lucas Management's 13F filing for Q4 2023, filed 7 Feb 2024.