Synergy Asset Management’s Aflac AFL Stock Holding History

Synergy Asset 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
2022 Q3	–	Sell	-128,918	Closed	-$7.13M	–	109
2022 Q2	$7.13M	Buy	+128,918	New	+$7.61M	1.89%	16

Other funds holding AFL

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 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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Synergy Asset Management's AFL Position: Q3 2022 in Review

Synergy Asset Management sold out of Aflac (AFL) in Q3 2022, closing a stake of 128,918 shares — an estimated $7.13M sold.

Synergy Asset Management first reported a position in AFL in Q2 2022 and held it in 1 quarter. The position peaked at $7.13M in Q2 2022. 1,183 funds tracked by Wall St. Rank hold AFL as of Q3 2022.

Synergy Asset Management reported no remaining Aflac position as of Q3 2022 after selling out during the quarter.
Synergy Asset Management sold 128,918 Aflac shares in Q3 2022, an estimated $7.13M.
Synergy Asset Management first reported a position in Aflac in Q2 2022 and held it in 1 quarter.
Synergy Asset Management's Aflac position peaked at $7.13M in Q2 2022.
1,183 funds tracked by Wall St. Rank held Aflac as of Q3 2022.

Based on Synergy Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.