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Paloma Partners’s Aflac AFL Stock Holding History

Paloma 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
2024
Q4 		– Sell
-43,200
Closed -$4.83M – 292
2024
Q3 		$4.83M Buy
+43,200
New +$4.39M 0.13% 147
2024
Q1 		– Sell
-21,200
Closed -$1.75M – 757
2023
Q4 		$1.75M Buy
+21,200
New +$1.71M 0.06% 299
2023
Q1 		– Sell
-43,100
Closed -$3.1M – 742
2022
Q4 		$3.1M Buy
+43,100
New +$2.89M 0.14% 129
2022
Q2 		– Sell
-5,700
Closed -$367K – 1075
2022
Q1 		$367K Buy
+5,700
New +$357K 0.01% 1018
2021
Q1 		– Sell
-148,200
Closed -$6.59M – 1997
2020
Q4 		$6.59M Buy
+148,200
New +$6.07M 0.17% 121
2019
Q4 		– Sell
-12,800
Closed -$670K – 2112
2019
Q3 		$670K Buy
+12,800
New +$676K 0.01% 953
2018
Q3 		– Sell
-13,500
Closed -$581K – 1499
2018
Q2 		$581K Buy
+13,500
New +$606K 0.01% 954
2017
Q2 		– Sell
-128,400
Closed -$4.65M – 2126
2017
Q1 		$4.65M Buy
128,400
+88,400
+221% +$3.13M 0.06% 338
2016
Q4 		$1.39M Hold
40,000
– – 0.01% 945
2016
Q3 		$1.44M Sell
40,000
-68,000
-63% -$2.48M 0.02% 730
2016
Q2 		$3.9M Sell
108,000
-32,000
-23% -$1.09M 0.04% 351
2016
Q1 		$4.42M Buy
140,000
+108,000
+338% +$3.21M 0.07% 209
2015
Q4 		$958K Buy
32,000
+8,000
+33% +$249K 0.03% 688
2015
Q3 		$698K Buy
+24,000
New +$726K 0.02% 843

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Paloma Partners's AFL Position: Q3 2024 in Review

Paloma Partners sold out of Aflac (AFL) in Q3 2024, closing a stake of 14,965 shares — an estimated $1.52M sold.

Paloma Partners first reported a position in AFL in Q2 2013 and held it in 31 quarters. The position peaked at $8.09M in Q3 2020. 1,549 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

  • Paloma Partners reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 14,965 Aflac shares in Q3 2024, an estimated $1.52M.
  • Paloma Partners first reported a position in Aflac in Q2 2013 and held it in 31 quarters.
  • Paloma Partners's Aflac position peaked at $8.09M in Q3 2020.
  • 1,549 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.