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Surevest’s Aflac AFL Stock Holding History

Surevest’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 		$3.76M Sell
66,974
-258
-0.4% -$15.2K 1.02% 32
2022
Q2 		$3.72M Buy
67,232
+2,090
+3% +$123K 0.98% 42
2022
Q1 		$4.2M Sell
65,142
-23,020
-26% -$1.44M 1.01% 29
2021
Q4 		$5.15M Sell
88,162
-1,945
-2% -$109K 1.22% 29
2021
Q3 		$4.7M Buy
90,107
+4,967
+6% +$272K 1.19% 35
2021
Q2 		$4.57M Sell
85,140
-7,501
-8% -$409K 1.19% 36
2021
Q1 		$4.74M Sell
92,641
-64
-0.1% -$3.07K 1.43% 24
2020
Q4 		$4.12M Buy
92,705
+2,110
+2% +$86.4K 1.38% 29
2020
Q3 		$3.29M Buy
90,595
+10,641
+13% +$387K 1.29% 49
2020
Q2 		$2.88M Buy
79,954
+13,390
+20% +$484K 1.27% 47
2020
Q1 		$2.28M Buy
66,564
+29,329
+79% +$1.34M 1.24% 48
2019
Q4 		$1.97M Buy
37,235
+4,989
+15% +$265K 0.84% 59
2019
Q3 		$1.69M Buy
32,246
+7,849
+32% +$414K 0.83% 45
2019
Q2 		$1.34M Buy
24,397
+10,366
+74% +$534K 0.69% 51
2019
Q1 		$702K Buy
14,031
+7,959
+131% +$384K 0.43% 67
2018
Q4 		$277K Buy
+6,072
New +$270K 0.22% 94

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Surevest's AFL Position: Q3 2022 in Review

Surevest reduced its Aflac (AFL) stake by 0.38% in Q3 2022, selling an estimated $15.2K and leaving 66,974 shares worth $3.76M. The position accounts for 1.02% of the portfolio, ranked #32.

Surevest first reported a position in AFL in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.15M in Q4 2021. 1,181 funds tracked by Wall St. Rank hold AFL as of Q3 2022.

  • Surevest held 66,974 shares of Aflac worth $3.76M as of Q3 2022.
  • Surevest sold 258 Aflac shares in Q3 2022, an estimated $15.2K.
  • Aflac made up 1.02% of Surevest's portfolio in Q3 2022, its #32 holding.
  • Surevest first reported a position in Aflac in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Aflac position peaked at $5.15M in Q4 2021.
  • 1,181 funds tracked by Wall St. Rank held Aflac as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.