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Sonora Investment Management’s Aflac AFL Stock Holding History

Sonora Investment Management’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
2021
Q3 		$53K Hold
1,011
– – 0.01% 405
2021
Q2 		$54K Buy
1,011
+31
+3% +$1.69K 0.01% 375
2021
Q1 		$50K Hold
980
– – ﹤0.01% 605
2020
Q4 		$44K Sell
980
-190
-16% -$7.78K ﹤0.01% 653
2020
Q3 		$43K Hold
1,170
– – ﹤0.01% 631
2020
Q2 		$42K Buy
1,170
+165
+16% +$5.96K ﹤0.01% 563
2020
Q1 		$34K Sell
1,005
-72
-7% -$3.29K ﹤0.01% 583
2019
Q4 		$57K Buy
+1,077
New +$57.2K 0.01% 474
2019
Q3 		– Sell
-969
Closed -$53K – 1670
2019
Q2 		$53K Sell
969
-924
-49% -$47.6K 0.01% 490
2019
Q1 		$95K Hold
1,893
– – 0.01% 343
2018
Q4 		$86K Hold
1,893
– – 0.01% 309
2018
Q3 		$89K Hold
1,893
– – 0.01% 302
2018
Q2 		$81K Hold
1,893
– – 0.01% 299
2018
Q1 		$82.8K Sell
1,893
-1
-0.1% -$44 0.01% 285
2017
Q4 		$83.1K Buy
+1,894
New +$80.8K 0.01% 288
2017
Q3 		– Sell
-1,418
Closed -$55.1K – 1158
2017
Q2 		$55.1K Buy
1,418
+1,100
+346% +$41.3K 0.01% 319
2017
Q1 		$11.5K Hold
318
– – ﹤0.01% 639
2016
Q4 		$11K Hold
318
– – ﹤0.01% 590
2016
Q3 		$11.4K Buy
318
+2
+0.6% +$73 ﹤0.01% 564
2016
Q2 		$11.5K Sell
316
-2
-0.6% -$68 ﹤0.01% 558
2016
Q1 		$10.8K Buy
318
+248
+354% +$7.37K ﹤0.01% 627
2015
Q4 		$2K Sell
70
-156
-69% -$4.86K ﹤0.01% 707
2015
Q3 		$6K Buy
+226
New +$6.84K ﹤0.01% 624

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Sonora Investment Management's AFL Position: Q3 2021 in Review

Sonora Investment Management held its Aflac (AFL) position steady in Q3 2021 at 1,011 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #405.

Sonora Investment Management first reported a position in AFL in Q3 2015 and has held it in 23 quarters since. The position peaked at $95K in Q1 2019. 1,067 funds tracked by Wall St. Rank hold AFL as of Q3 2021.

  • Sonora Investment Management held 1,011 shares of Aflac worth $53K as of Q3 2021.
  • Sonora Investment Management left its Aflac share count unchanged in Q3 2021.
  • Aflac made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #405 holding.
  • Sonora Investment Management first reported a position in Aflac in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's Aflac position peaked at $95K in Q1 2019.
  • 1,067 funds tracked by Wall St. Rank held Aflac as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.