Northstar Wealth Partners’s Aflac AFL Stock Holding History

Northstar Wealth Partners’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 Q3	$422K	Hold	11,634	–	–	0.2%	95
2020 Q2	$419K	Sell	11,634 -60	-0.5%	-$2.17K	0.18%	111
2020 Q1	$400K	Hold	11,694	–	–	0.2%	105
2019 Q4	$618K	Hold	11,694	–	–	0.25%	100
2019 Q3	$612K	Buy	11,694 +60	+0.5%	+$3.17K	0.27%	94
2019 Q2	$638K	Hold	11,634	–	–	0.28%	96
2019 Q1	$582K	Hold	11,634	–	–	0.27%	103
2018 Q4	$530K	Hold	11,634	–	–	0.28%	96
2018 Q3	$547K	Hold	11,634	–	–	0.26%	101
2018 Q2	$500K	Buy	11,634 +1,500	+15%	+$67.4K	0.25%	108
2018 Q1	$544K	Buy	+10,134	New	+$448K	0.28%	102

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northstar Wealth Partners's AFL Position: Q3 2020 in Review

Northstar Wealth Partners held its Aflac (AFL) position steady in Q3 2020 at 11,634 shares worth $422K. The position accounts for 0.2% of the portfolio, ranked #95.

Northstar Wealth Partners first reported a position in AFL in Q1 2018 and has held it in 11 quarters since. The position peaked at $638K in Q2 2019. 941 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

Northstar Wealth Partners held 11,634 shares of Aflac worth $422K as of Q3 2020.
Northstar Wealth Partners left its Aflac share count unchanged in Q3 2020.
Aflac made up 0.2% of Northstar Wealth Partners's portfolio in Q3 2020, its #95 holding.
Northstar Wealth Partners first reported a position in Aflac in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's Aflac position peaked at $638K in Q2 2019.
941 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.