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Simplicity Solutions’s Aflac AFL Stock Holding History

Simplicity Solutions’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
Q4 		$928K Buy
11,244
+764
+7% +$61.6K 0.03% 459
2023
Q3 		$804K Sell
10,480
-1,539
-13% -$114K 0.03% 467
2023
Q2 		$839K Buy
12,019
+727
+6% +$48.7K 0.02% 510
2023
Q1 		$729K Buy
11,292
+6,792
+151% +$465K 0.02% 578
2022
Q4 		$324K Buy
4,500
+268
+6% +$17.9K 0.04% 457
2022
Q3 		$238K Buy
+4,232
New +$249K 0.03% 536
2022
Q2 		– Sell
-3,109
Closed -$200K – 636
2022
Q1 		$200K Buy
+3,109
New +$195K 0.02% 600
2019
Q3 		– Sell
-4,384
Closed -$240K – 714
2019
Q2 		$240K Buy
4,384
+321
+8% +$16.5K 0.01% 576
2019
Q1 		$203K Sell
4,063
-3,502
-46% -$169K 0.01% 688
2018
Q4 		$345K Sell
7,565
-2,054
-21% -$91.3K 0.04% 407
2018
Q3 		$453K Buy
9,619
+1,214
+14% +$55.6K 0.03% 283
2018
Q2 		$361K Buy
8,405
+169
+2% +$7.59K 0.03% 307
2018
Q1 		$360K Sell
8,236
-960
-10% -$42.5K 0.03% 253
2017
Q4 		$404K Buy
9,196
+760
+9% +$32.4K 0.04% 249
2017
Q3 		$343K Buy
8,436
+1,098
+15% +$44.2K 0.23% 129
2017
Q2 		$285K Buy
+7,338
New +$276K 0.03% 328
2016
Q4 		– Sell
-7,330
Closed -$263K – 340
2016
Q3 		$263K Buy
7,330
+112
+2% +$4.08K 0.13% 202
2016
Q2 		$260K Buy
+7,218
New +$246K 0.14% 189
2016
Q1 		– Sell
-84,788
Closed -$2.54M – 207
2015
Q4 		$2.54M Buy
+84,788
New +$2.64M 0.3% 86

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simplicity Solutions's AFL Position: Q4 2023 in Review

Simplicity Solutions increased its Aflac (AFL) stake by 7.3% in Q4 2023, buying an estimated $61.6K and bringing the position to 11,244 shares worth $928K. The position accounts for 0.03% of the portfolio, ranked #459.

Simplicity Solutions first reported a position in AFL in Q4 2015 and has held it in 19 quarters since. The position peaked at $2.54M in Q4 2015. 1,415 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Simplicity Solutions held 11,244 shares of Aflac worth $928K as of Q4 2023.
  • Simplicity Solutions bought 764 Aflac shares in Q4 2023, an estimated $61.6K.
  • Aflac made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #459 holding.
  • Simplicity Solutions first reported a position in Aflac in Q4 2015 and has held it in 19 quarters since.
  • Simplicity Solutions's Aflac position peaked at $2.54M in Q4 2015.
  • 1,415 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.