Neo Ivy Capital Management’s Aflac AFL Stock Holding History

Neo Ivy 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 Q4	$162K	Buy	+1,966	New	+$158K	0.36%	95
2021 Q3	–	Sell	-2,239	Closed	-$120K	–	445
2021 Q2	$120K	Buy	+2,239	New	+$122K	0.12%	237
2021 Q1	–	Sell	-18,817	Closed	-$837K	–	462
2020 Q4	$837K	Buy	+18,817	New	+$770K	0.93%	10
2020 Q2	–	Sell	-1,193	Closed	-$41K	–	450
2020 Q1	$41K	Buy	+1,193	New	+$54.5K	0.07%	331
2019 Q3	–	Sell	-11,875	Closed	-$651K	–	279
2019 Q2	$651K	Buy	+11,875	New	+$612K	0.37%	135

Other funds holding AFL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Neo Ivy Capital Management's AFL Position: Q4 2023 in Review

Neo Ivy Capital Management opened a new position in Aflac (AFL) in Q4 2023: 1,966 shares worth $162K. The stake represents 0.36% of the portfolio and ranks #95 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in AFL as recently as Q2 2021.

Neo Ivy Capital Management first reported a position in AFL in Q2 2019 and has held it in 5 quarters since. The position peaked at $837K in Q4 2020. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

Neo Ivy Capital Management held 1,966 shares of Aflac worth $162K as of Q4 2023.
Aflac was a new Neo Ivy Capital Management position in Q4 2023.
Aflac made up 0.36% of Neo Ivy Capital Management's portfolio in Q4 2023, its #95 holding.
Neo Ivy Capital Management first reported a position in Aflac in Q2 2019 and has held it in 5 quarters since.
Neo Ivy Capital Management's Aflac position peaked at $837K in Q4 2020.
1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.