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Novare Capital Management’s Aflac AFL Stock Holding History

Novare 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
2020
Q3 		– Sell
-145,475
Closed -$5.24M – 135
2020
Q2 		$5.24M Buy
145,475
+19,632
+16% +$709K 0.78% 59
2020
Q1 		$4.31M Buy
125,843
+1,365
+1% +$62.4K 0.76% 59
2019
Q4 		$6.58M Sell
124,478
-1,060
-0.8% -$56.3K 0.92% 43
2019
Q3 		$6.57M Buy
125,538
+500
+0.4% +$26.4K 0.98% 37
2019
Q2 		$6.85M Buy
125,038
+1,145
+0.9% +$59K 1.04% 34
2019
Q1 		$6.2M Buy
123,893
+1,445
+1% +$69.6K 0.97% 44
2018
Q4 		$5.58M Buy
122,448
+10,916
+10% +$485K 1.02% 40
2018
Q3 		$4.8M Buy
111,532
+1,184
+1% +$54.2K 0.77% 54
2018
Q2 		$4.75M Sell
110,348
-2,850
-3% -$128K 0.81% 51
2018
Q1 		$4.95M Sell
113,198
-1,990
-2% -$88.1K 0.87% 49
2017
Q4 		$5.06M Sell
115,188
-790
-0.7% -$33.7K 0.86% 51
2017
Q3 		$4.72M Buy
+115,978
New +$4.67M 0.83% 52

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Novare Capital Management's AFL Position: Q3 2020 in Review

Novare Capital Management sold out of Aflac (AFL) in Q3 2020, closing a stake of 145,475 shares — an estimated $5.24M sold.

Novare Capital Management first reported a position in AFL in Q3 2017 and held it in 12 quarters. The position peaked at $6.85M in Q2 2019. 941 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

  • Novare Capital Management reported no remaining Aflac position as of Q3 2020 after selling out during the quarter.
  • Novare Capital Management sold 145,475 Aflac shares in Q3 2020, an estimated $5.24M.
  • Novare Capital Management first reported a position in Aflac in Q3 2017 and held it in 12 quarters.
  • Novare Capital Management's Aflac position peaked at $6.85M in Q2 2019.
  • 941 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on Novare Capital Management's 13F filing for Q3 2020, filed 3 Nov 2020.