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Rational Advisors’s Aflac AFL Stock Holding History

Rational Advisors’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
2023
Q2 		– Sell
-10,224
Closed -$660K – 269
2023
Q1 		$660K Buy
+10,224
New +$700K 0.05% 111
2020
Q4 		– Sell
-26
Closed -$1K – 214
2020
Q3 		$1K Sell
26
-260
-91% -$9.47K ﹤0.01% 504
2020
Q2 		$10K Buy
+286
New +$10.3K 0.01% 355
2020
Q1 		– Sell
-3,904
Closed -$207K – 167
2019
Q4 		$207K Buy
3,904
+3,773
+2,880% +$200K 0.1% 185
2019
Q3 		$7K Sell
131
-31,956
-100% -$1.69M ﹤0.01% 511
2019
Q2 		$1.76M Buy
32,087
+31,318
+4,073% +$1.61M 0.62% 41
2019
Q1 		$38K Buy
769
+286
+59% +$13.8K 0.01% 337
2018
Q4 		$22K Sell
483
-101,966
-100% -$4.53M 0.01% 343
2018
Q3 		$4.82M Buy
102,449
+51,363
+101% +$2.35M 1.15% 28
2018
Q2 		$2.2M Buy
51,086
+25,983
+104% +$1.17M 1.03% 16
2018
Q1 		$1.1M Buy
25,103
+445
+2% +$19.7K 0.52% 72
2017
Q4 		$1.08M Hold
24,658
– – 0.56% 60
2017
Q3 		$1M Hold
24,658
– – 0.54% 56
2017
Q2 		$957K Hold
24,658
– – 0.6% 52
2017
Q1 		$893K Sell
24,658
-13,768
-36% -$488K 0.59% 59
2016
Q4 		$1.34M Buy
38,426
+13,960
+57% +$492K 1.28% 26
2016
Q3 		$879K Buy
24,466
+3,466
+17% +$126K 0.58% 56
2016
Q2 		$758K Buy
+21,000
New +$717K 0.53% 45
2015
Q3 		$7K Hold
240
– – ﹤0.01% 367
2015
Q2 		$7K Hold
240
– – ﹤0.01% 380
2015
Q1 		$8K Sell
240
-160
-40% -$4.88K ﹤0.01% 371
2014
Q4 		$12K Buy
+400
New +$11.8K ﹤0.01% 405
2013
Q4 		$20K Sell
600
-40
-6% -$1.31K ﹤0.01% 736
2013
Q3 		$20K Sell
640
-84,200
-99% -$2.53M ﹤0.01% 756
2013
Q2 		$2.46M Buy
+84,840
New +$2.3M 0.21% 164

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Rational Advisors's AFL Position: Q2 2023 in Review

Rational Advisors sold out of Aflac (AFL) in Q2 2023, closing a stake of 10,224 shares — an estimated $660K sold.

Rational Advisors first reported a position in AFL in Q2 2013 and held it in 25 quarters. The position peaked at $4.82M in Q3 2018. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • Rational Advisors reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
  • Rational Advisors sold 10,224 Aflac shares in Q2 2023, an estimated $660K.
  • Rational Advisors first reported a position in Aflac in Q2 2013 and held it in 25 quarters.
  • Rational Advisors's Aflac position peaked at $4.82M in Q3 2018.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Rational Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.