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Schubert & Co’s Aflac AFL Stock Holding History

Schubert & Co’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
-183
Closed -$11.8K – 70
2023
Q1 		$11.8K Sell
183
-5
-3% -$342 0.01% 197
2022
Q4 		$13.5K Buy
188
+24
+15% +$1.61K 0.01% 167
2022
Q3 		$9K Buy
164
+40
+32% +$2.35K 0.01% 205
2022
Q2 		$7K Buy
124
+65
+110% +$3.84K 0.01% 226
2022
Q1 		$4K Buy
59
+14
+31% +$877 ﹤0.01% 188
2021
Q4 		$3K Buy
+45
New +$2.52K ﹤0.01% 193

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

Schubert & Co's AFL Position: Q2 2023 in Review

Schubert & Co sold out of Aflac (AFL) in Q2 2023, closing a stake of 183 shares — an estimated $11.8K sold.

Schubert & Co first reported a position in AFL in Q4 2021 and held it in 6 quarters. The position peaked at $13.5K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold AFL as of Q2 2023.

  • Schubert & Co reported no remaining Aflac position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 183 Aflac shares in Q2 2023, an estimated $11.8K.
  • Schubert & Co first reported a position in Aflac in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Aflac position peaked at $13.5K in Q4 2022.
  • 1,272 funds tracked by Wall St. Rank held Aflac as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.