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SIAP
Sterling Investment Advisors (Pennsylvania)’s
Aflac
AFL
Stock Holding History
Sterling Investment Advisors (Pennsylvania)’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
2022
Q3
–
Sell
-1,500
Closed
-$83K
–
154
2022
Q2
$83K
Hold
1,500
–
–
0.03%
192
2022
Q1
$97K
Hold
1,500
–
–
0.03%
196
2021
Q4
$88K
Hold
1,500
–
–
0.02%
205
2021
Q3
$78K
Hold
1,500
–
–
0.02%
215
2021
Q2
$80K
Hold
1,500
–
–
0.02%
217
2021
Q1
$77K
Hold
1,500
–
–
0.02%
207
2020
Q4
$67K
Hold
1,500
–
–
0.02%
207
2020
Q3
$55K
Hold
1,500
–
–
0.02%
211
2020
Q2
$54K
Hold
1,500
–
–
0.02%
206
2020
Q1
$51K
Hold
1,500
–
–
0.03%
187
2019
Q4
$79K
Hold
1,500
–
–
0.04%
171
2019
Q3
$78K
Hold
1,500
–
–
0.04%
169
2019
Q2
$82K
Buy
1,500
+600
+67%
+$30.9K
0.04%
162
2019
Q1
$45K
Sell
900
-400
-31%
-$19.3K
0.02%
214
2018
Q4
$59K
Hold
1,300
–
–
0.03%
181
2018
Q3
$61K
Hold
1,300
–
–
0.03%
204
2018
Q2
$55K
Hold
1,300
–
–
0.03%
199
2018
Q1
$57K
Sell
1,300
-1,400
-52%
-$62K
0.04%
184
2017
Q4
$119K
Hold
2,700
–
–
0.07%
131
2017
Q3
$110K
Hold
2,700
–
–
0.07%
129
2017
Q2
$105K
Hold
2,700
–
–
0.07%
131
2017
Q1
$98K
Hold
2,700
–
–
0.07%
127
2016
Q4
$94K
Buy
+2,700
New
+$95.1K
0.08%
120
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
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$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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