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Newfound Research’s Aflac AFL Stock Holding History

Newfound Research’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
Q2 		– Sell
-28
Closed -$1K – 54
2020
Q1 		$1K Hold
28
– – ﹤0.01% 48
2019
Q4 		$1K Sell
28
-15
-35% -$796 ﹤0.01% 96
2019
Q3 		$2K Sell
43
-2
-4% -$106 ﹤0.01% 89
2019
Q2 		$2K Hold
45
– – ﹤0.01% 87
2019
Q1 		$2K Buy
45
+1
+2% +$48 ﹤0.01% 81
2018
Q4 		$2K Buy
44
+1
+2% +$44 ﹤0.01% 67
2018
Q3 		$2K Buy
43
+2
+5% +$92 ﹤0.01% 101
2018
Q2 		$2K Buy
41
+2
+5% +$90 ﹤0.01% 86
2018
Q1 		$2K Sell
39
-11
-22% -$487 ﹤0.01% 89
2017
Q4 		$2K Buy
50
+8
+19% +$341 ﹤0.01% 103
2017
Q3 		$2K Buy
42
+4
+11% +$161 ﹤0.01% 95
2017
Q2 		$2K Buy
38
+6
+19% +$225 ﹤0.01% 98
2017
Q1 		$1K Buy
32
+4
+14% +$142 ﹤0.01% 120
2016
Q4 		$1K Buy
28
+8
+40% +$282 ﹤0.01% 99
2016
Q3 		$1K Buy
20
+2
+11% +$73 ﹤0.01% 108
2016
Q2 		$1K Buy
+18
New +$615 ﹤0.01% 101

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Newfound Research's AFL Position: Q2 2020 in Review

Newfound Research sold out of Aflac (AFL) in Q2 2020, closing a stake of 28 shares — an estimated $1K sold.

Newfound Research first reported a position in AFL in Q2 2016 and held it in 16 quarters. The position peaked at $2K in Q3 2019. 967 funds tracked by Wall St. Rank hold AFL as of Q2 2020.

  • Newfound Research reported no remaining Aflac position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 28 Aflac shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in Aflac in Q2 2016 and held it in 16 quarters.
  • Newfound Research's Aflac position peaked at $2K in Q3 2019.
  • 967 funds tracked by Wall St. Rank held Aflac as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.