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Sustainable Insight Capital Management’s Aflac AFL Stock Holding History

Sustainable Insight Capital 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
2023
Q3 		– Sell
-53,000
Closed -$3.7M – 56
2023
Q2 		$3.7M Buy
53,000
+22,500
+74% +$1.51M 3.43% 16
2023
Q1 		$1.97M Buy
30,500
+9,900
+48% +$678K 1.98% 16
2022
Q4 		$1.48M Buy
20,600
+5,600
+37% +$375K 1.67% 13
2022
Q3 		$843K Sell
15,000
-8,100
-35% -$477K 0.98% 27
2022
Q2 		$1.29M Buy
+23,100
New +$1.36M 1.29% 24
2021
Q2 		– Sell
-45,700
Closed -$2.34M – 124
2021
Q1 		$2.34M Buy
+45,700
New +$2.19M 1.56% 21

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sustainable Insight Capital Management's AFL Position: Q3 2023 in Review

Sustainable Insight Capital Management sold out of Aflac (AFL) in Q3 2023, closing a stake of 53,000 shares — an estimated $3.7M sold.

Sustainable Insight Capital Management first reported a position in AFL in Q1 2021 and held it in 6 quarters. The position peaked at $3.7M in Q2 2023. 1,309 funds tracked by Wall St. Rank hold AFL as of Q3 2023.

  • Sustainable Insight Capital Management reported no remaining Aflac position as of Q3 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 53,000 Aflac shares in Q3 2023, an estimated $3.7M.
  • Sustainable Insight Capital Management first reported a position in Aflac in Q1 2021 and held it in 6 quarters.
  • Sustainable Insight Capital Management's Aflac position peaked at $3.7M in Q2 2023.
  • 1,309 funds tracked by Wall St. Rank held Aflac as of Q3 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2023, filed 24 Oct 2023.