Syntax Research’s Aflac AFL Stock Holding History

Syntax Research’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	–	Sell	-300	Closed	-$33.5K	–	186
2024 Q3	$33.5K	Hold	300	–	–	0.02%	106
2024 Q2	$26.8K	Hold	300	–	–	0.02%	103
2024 Q1	$25.8K	Sell	300 -139	-32%	-$11.4K	0.02%	106
2023 Q4	$36.2K	Hold	439	–	–	0.03%	96
2023 Q3	$33.7K	Buy	+439	New	+$32.6K	0.03%	104

Other funds holding AFL

JPH

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 $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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Syntax Research's AFL Position: Q4 2024 in Review

Syntax Research sold out of Aflac (AFL) in Q4 2024, closing a stake of 300 shares — an estimated $33.5K sold.

Syntax Research first reported a position in AFL in Q3 2023 and held it in 5 quarters. The position peaked at $36.2K in Q4 2023. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Syntax Research reported no remaining Aflac position as of Q4 2024 after selling out during the quarter.
Syntax Research sold 300 Aflac shares in Q4 2024, an estimated $33.5K.
Syntax Research first reported a position in Aflac in Q3 2023 and held it in 5 quarters.
Syntax Research's Aflac position peaked at $36.2K in Q4 2023.
1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Syntax Research's 13F filing for Q4 2024, filed 11 Feb 2025.