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Optimal Asset Management’s Aflac AFL Stock Holding History

Optimal Asset 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
2021
Q3 		$1.11M Buy
21,281
+35
+0.2% +$1.91K 0.14% 223
2021
Q2 		$1.14M Hold
21,246
– – 0.14% 223
2021
Q1 		$1.09M Sell
21,246
-9,000
-30% -$432K 0.14% 221
2020
Q4 		$1.34M Buy
30,246
+1
+0% +$41 0.19% 183
2020
Q3 		$1.1M Buy
30,245
+6,889
+29% +$251K 0.16% 205
2020
Q2 		$842K Sell
23,356
-17,080
-42% -$617K 0.14% 241
2020
Q1 		$1.39K Buy
40,436
+34,764
+613% +$1.59M 0.13% 245
2019
Q4 		$300K Buy
+5,672
New +$301K 0.05% 368

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Optimal Asset Management's AFL Position: Q3 2021 in Review

Optimal Asset Management increased its Aflac (AFL) stake by 0.16% in Q3 2021, buying an estimated $1.91K and bringing the position to 21,281 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #223.

Optimal Asset Management first reported a position in AFL in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2020. 1,066 funds tracked by Wall St. Rank hold AFL as of Q3 2021.

  • Optimal Asset Management held 21,281 shares of Aflac worth $1.11M as of Q3 2021.
  • Optimal Asset Management bought 35 Aflac shares in Q3 2021, an estimated $1.91K.
  • Aflac made up 0.14% of Optimal Asset Management's portfolio in Q3 2021, its #223 holding.
  • Optimal Asset Management first reported a position in Aflac in Q4 2019 and has held it in 8 quarters since.
  • Optimal Asset Management's Aflac position peaked at $1.34M in Q4 2020.
  • 1,066 funds tracked by Wall St. Rank held Aflac as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.