Stoneridge Investment Partners’s Aflac AFL Stock Holding History

Stoneridge Investment Partners’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 Q2	–	Sell	-26,358	Closed	-$2.26M	–	128
2024 Q1	$2.26M	Buy	+26,358	New	+$2.16M	0.86%	42
2017 Q3	–	Sell	-105,954	Closed	-$4.12M	–	240
2017 Q2	$4.12M	Sell	105,954 -116	-0.1%	-$4.36K	0.61%	66
2017 Q1	$3.84M	Sell	106,070 -2,434	-2%	-$86.3K	0.52%	74
2016 Q4	$3.78M	Buy	108,504 +5,804	+6%	+$204K	0.51%	70
2016 Q3	$3.69M	Sell	102,700 -9,600	-9%	-$349K	0.53%	65
2016 Q2	$4.05M	Buy	112,300 +4,808	+4%	+$164K	0.6%	48
2016 Q1	$3.39M	Sell	107,492 -3,900	-4%	-$116K	0.5%	66
2015 Q4	$3.34M	Sell	111,392 -2,300	-2%	-$71.6K	0.45%	72
2015 Q3	$3.3M	Buy	113,692 +400	+0.4%	+$12.1K	0.46%	61
2015 Q2	$3.52M	Buy	113,292 +1,296	+1%	+$41K	0.44%	60
2015 Q1	$3.58M	Buy	111,996 +13,978	+14%	+$426K	0.42%	76
2014 Q4	$2.99M	Sell	98,018 -1,830	-2%	-$54K	0.39%	83
2014 Q3	$2.91M	Buy	99,848 +1,000	+1%	+$30.4K	0.43%	81
2014 Q2	$3.08M	Sell	98,848 -1,850	-2%	-$57.7K	0.46%	71
2014 Q1	$3.17M	Sell	100,698 -2,200	-2%	-$69.9K	0.61%	55
2013 Q4	$3.44M	Buy	102,898 +4,200	+4%	+$138K	0.66%	60
2013 Q3	$3.06M	Sell	98,698 -1,600	-2%	-$48.2K	0.67%	50
2013 Q2	$2.92M	Buy	+100,298	New	+$2.72M	0.68%	56

Other funds holding AFL

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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return