Sierra Capital’s Aflac AFL Stock Holding History

Sierra Capital’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	-324	Closed	-$23K	–	196
2022 Q4	$23K	Hold	324	–	–	﹤0.01%	300
2022 Q3	$18K	Sell	324 -25	-7%	-$1.47K	﹤0.01%	326
2022 Q2	$19K	Hold	349	–	–	﹤0.01%	398
2022 Q1	$22K	Buy	349 +25	+8%	+$1.56K	﹤0.01%	404
2021 Q4	$19K	Hold	324	–	–	﹤0.01%	415
2021 Q3	$17K	Hold	324	–	–	﹤0.01%	362
2021 Q2	$17K	Hold	324	–	–	﹤0.01%	344
2021 Q1	$17K	Buy	+324	New	+$15.5K	﹤0.01%	319

Other funds holding AFL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sierra Capital's AFL Position: Q1 2023 in Review

Sierra Capital sold out of Aflac (AFL) in Q1 2023, closing a stake of 324 shares — an estimated $23K sold.

Sierra Capital first reported a position in AFL in Q1 2021 and held it in 8 quarters. The position peaked at $23K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Sierra Capital reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 324 Aflac shares in Q1 2023, an estimated $23K.
Sierra Capital first reported a position in Aflac in Q1 2021 and held it in 8 quarters.
Sierra Capital's Aflac position peaked at $23K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.