Squar Milner Financial Services’s Aflac AFL Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-440	Closed	-$15K	–	225
2020 Q1	$15K	Sell	440 -49	-10%	-$2.24K	0.01%	506
2019 Q4	$25K	Buy	+489	New	+$26K	0.01%	485
2019 Q3	–	Sell	-440	Closed	-$24K	–	232
2019 Q2	$24K	Sell	440 -2,700	-86%	-$139K	0.02%	433
2019 Q1	$157K	Hold	3,140	–	–	0.12%	198
2018 Q4	$143K	Buy	3,140 +2,700	+614%	+$120K	0.14%	174
2018 Q3	$21K	Sell	440 -2,590	-85%	-$119K	0.02%	405
2018 Q2	$130K	Buy	+3,030	New	+$136K	0.11%	213

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Squar Milner Financial Services's AFL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Aflac (AFL) in Q2 2020, closing a stake of 440 shares — an estimated $15K sold.

Squar Milner Financial Services first reported a position in AFL in Q2 2018 and held it in 7 quarters. The position peaked at $157K in Q1 2019. 967 funds tracked by Wall St. Rank hold AFL as of Q2 2020.

Squar Milner Financial Services reported no remaining Aflac position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 440 Aflac shares in Q2 2020, an estimated $15K.
Squar Milner Financial Services first reported a position in Aflac in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Aflac position peaked at $157K in Q1 2019.
967 funds tracked by Wall St. Rank held Aflac as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.