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EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Aflac AFL Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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
Q1 		– Sell
-2,804
Closed -$202K – 113
2022
Q4 		$202K Sell
2,804
-892
-24% -$59.7K 0.3% 103
2022
Q3 		$208K Sell
3,696
-4,472
-55% -$263K 0.36% 89
2022
Q2 		$452K Hold
8,168
– – 0.7% 43
2022
Q1 		$526K Hold
8,168
– – 0.68% 48
2021
Q4 		$477K Buy
+8,168
New +$458K 0.63% 50

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 $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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's AFL Position: Q1 2023 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold out of Aflac (AFL) in Q1 2023, closing a stake of 2,804 shares — an estimated $202K sold.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in AFL in Q4 2021 and held it in 5 quarters. The position peaked at $526K in Q1 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 2,804 Aflac shares in Q1 2023, an estimated $202K.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in Aflac in Q4 2021 and held it in 5 quarters.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV's Aflac position peaked at $526K in Q1 2022.
  • 1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q1 2023, filed 11 Aug 2026.