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Sugarloaf Wealth Management’s Aflac AFL Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$183K Hold
1,765
– – 0.03% 177
2024
Q3 		$197K Buy
1,765
+1
+0.1% +$102 0.04% 169
2024
Q2 		$158K Hold
1,764
– – 0.03% 185
2024
Q1 		$151K Buy
1,764
+1
+0.1% +$82 0.03% 189
2023
Q4 		$145K Buy
1,763
+1
+0.1% +$81 0.04% 184
2023
Q3 		$135K Sell
1,762
-70
-4% -$5.2K 0.03% 183
2023
Q2 		$128K Buy
1,832
+1
+0.1% +$67 0.03% 185
2023
Q1 		$118K Buy
1,831
+1
+0.1% +$68 0.03% 185
2022
Q4 		$132K Hold
1,830
– – 0.03% 170
2022
Q3 		$103K Buy
1,830
+1
+0.1% +$59 0.03% 190
2022
Q2 		$101K Buy
1,829
+1
+0.1% +$59 0.03% 186
2022
Q1 		$118K Buy
1,828
+264
+17% +$16.5K 0.03% 173
2021
Q4 		$91K Sell
1,564
-10
-0.6% -$560 0.02% 212
2021
Q3 		$82K Hold
1,574
– – 0.02% 214
2021
Q2 		$84K Buy
1,574
+2
+0.1% +$109 0.02% 208
2021
Q1 		$80 Hold
1,572
– – 0.02% 215
2020
Q4 		$700K Buy
1,572
+1
+0.1% +$41 0.23% 54
2020
Q3 		$57K Buy
1,571
+1
+0.1% +$36 0.02% 220
2020
Q2 		$57K Buy
1,570
+1
+0.1% +$36 0.02% 220
2020
Q1 		$54K Buy
1,569
+1
+0.1% +$46 0.02% 212
2019
Q4 		$83K Buy
+1,568
New +$83.2K 0.04% 198

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sugarloaf Wealth Management's AFL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Aflac (AFL) position steady in Q4 2024 at 1,765 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #177.

Sugarloaf Wealth Management first reported a position in AFL in Q4 2019 and has held it in 21 quarters since. The position peaked at $700K in Q4 2020. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Sugarloaf Wealth Management held 1,765 shares of Aflac worth $183K as of Q4 2024.
  • Sugarloaf Wealth Management left its Aflac share count unchanged in Q4 2024.
  • Aflac made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #177 holding.
  • Sugarloaf Wealth Management first reported a position in Aflac in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Aflac position peaked at $700K in Q4 2020.
  • 1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.