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Steph & Co’s Aflac AFL Stock Holding History

Steph & 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
Q4 		– Sell
-245
Closed -$18.8K – 245
2023
Q3 		$18.8K Buy
+245
New +$18.2K 0.01% 206

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

Steph & Co's AFL Position: Q4 2023 in Review

Steph & Co sold out of Aflac (AFL) in Q4 2023, closing a stake of 245 shares — an estimated $18.8K sold.

Steph & Co first reported a position in AFL in Q3 2023 and held it in 1 quarter. The position peaked at $18.8K in Q3 2023. 1,415 funds tracked by Wall St. Rank hold AFL as of Q4 2023.

  • Steph & Co reported no remaining Aflac position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 245 Aflac shares in Q4 2023, an estimated $18.8K.
  • Steph & Co first reported a position in Aflac in Q3 2023 and held it in 1 quarter.
  • Steph & Co's Aflac position peaked at $18.8K in Q3 2023.
  • 1,415 funds tracked by Wall St. Rank held Aflac as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.