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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

American Century Companies

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