Private Ocean’s Aflac AFL Stock Holding History

Private Ocean’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 Q2	$2.95K	Buy	+33	New	+$2.84K	﹤0.01%	500
2023 Q1	–	Sell	-9	Closed	-$648	–	616
2022 Q4	$648	Buy	+9	New	+$603	﹤0.01%	519
2021 Q3	–	Sell	-291	Closed	-$16K	–	546
2021 Q2	$16K	Hold	291	–	–	﹤0.01%	363
2021 Q1	$15K	Hold	291	–	–	﹤0.01%	387
2020 Q4	$13K	Hold	291	–	–	﹤0.01%	353
2020 Q3	$11K	Hold	291	–	–	﹤0.01%	369
2020 Q2	$10K	Hold	291	–	–	﹤0.01%	358
2020 Q1	$9K	Buy	+291	New	+$13.3K	﹤0.01%	395

Other funds holding AFL

JPH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Ocean's AFL Position: Q2 2024 in Review

Private Ocean opened a new position in Aflac (AFL) in Q2 2024: 33 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Private Ocean previously reported a position in AFL as recently as Q4 2022.

Private Ocean first reported a position in AFL in Q1 2020 and has held it in 8 quarters since. The position peaked at $16K in Q2 2021. 1,444 funds tracked by Wall St. Rank hold AFL as of Q2 2024.

Private Ocean held 33 shares of Aflac worth $2.95K as of Q2 2024.
Aflac was a new Private Ocean position in Q2 2024.
Aflac made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #500 holding.
Private Ocean first reported a position in Aflac in Q1 2020 and has held it in 8 quarters since.
Private Ocean's Aflac position peaked at $16K in Q2 2021.
1,444 funds tracked by Wall St. Rank held Aflac as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.