Stevard LLC’s Aflac AFL Stock Holding History

Stevard LLC’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
2024 Q3	–	Sell	-10,000	Closed	-$893K	–	25
2024 Q2	$893K	Hold	10,000	–	–	0.77%	19
2024 Q1	$859K	Hold	10,000	–	–	0.77%	20
2023 Q4	$825K	Hold	10,000	–	–	0.81%	18
2023 Q3	$768K	Hold	10,000	–	–	0.78%	18
2023 Q2	$698K	Hold	10,000	–	–	0.66%	19
2023 Q1	$645K	Hold	10,000	–	–	0.61%	20
2022 Q4	$719K	Hold	10,000	–	–	0.61%	19
2022 Q3	$562K	Buy	+10,000	New	+$588K	0.53%	25
2022 Q1	$644K	Hold	10,000	–	–	0.5%	27
2021 Q4	$584K	Hold	10,000	–	–	0.41%	33
2021 Q3	$521K	Hold	10,000	–	–	0.41%	36
2021 Q2	$537K	Hold	10,000	–	–	0.41%	37
2021 Q1	$512K	Hold	10,000	–	–	0.42%	37
2020 Q4	$445K	Sell	10,000 -1,860	-16%	-$76.1K	0.15%	51
2020 Q3	$431K	Sell	11,860 -1,000	-8%	-$36.4K	0.18%	79
2020 Q2	$463K	Buy	12,860 +1,860	+17%	+$67.2K	0.24%	65
2020 Q1	$377K	Hold	11,000	–	–	0.24%	37
2019 Q4	$582K	Buy	+11,000	New	+$584K	0.37%	30

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stevard LLC's AFL Position: Q3 2024 in Review

Stevard LLC sold out of Aflac (AFL) in Q3 2024, closing a stake of 10,000 shares — an estimated $893K sold.

Stevard LLC first reported a position in AFL in Q4 2019 and held it in 18 quarters. The position peaked at $893K in Q2 2024. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Stevard LLC reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
Stevard LLC sold 10,000 Aflac shares in Q3 2024, an estimated $893K.
Stevard LLC first reported a position in Aflac in Q4 2019 and held it in 18 quarters.
Stevard LLC's Aflac position peaked at $893K in Q2 2024.
1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.