Telemus Capital’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $460K | Sell |
5,577
-2,801
| -33% | -$226K | 0.04% | 247 |
|
|
2023
Q3 | $643K | Sell |
8,378
-409
| -5% | -$30.4K | 0.06% | 194 |
|
|
2023
Q2 | $613K | Buy |
8,787
+5
| +0.1% | +$335 | 0.05% | 203 |
|
|
2023
Q1 | $567K | Sell |
8,782
-241
| -3% | -$16.5K | 0.05% | 211 |
|
|
2022
Q4 | $666K | Sell |
9,023
-118
| -1% | -$7.9K | 0.06% | 204 |
|
|
2022
Q3 | $514K | Sell |
9,141
-5
| -0.1% | -$294 | 0.05% | 204 |
|
|
2022
Q2 | $506K | Buy |
9,146
+49
| +0.5% | +$2.89K | 0.05% | 238 |
|
|
2022
Q1 | $586K | Sell |
9,097
-678
| -7% | -$42.4K | 0.05% | 216 |
|
|
2021
Q4 | $571K | Buy |
9,775
+245
| +3% | +$13.7K | 0.05% | 235 |
|
|
2021
Q3 | $497K | Buy |
9,530
+1,502
| +19% | +$82.1K | 0.04% | 239 |
|
|
2021
Q2 | $431K | Sell |
8,028
-568
| -7% | -$31K | 0.03% | 254 |
|
|
2021
Q1 | $442K | Buy |
8,596
+28
| +0.3% | +$1.34K | 0.03% | 287 |
|
|
2020
Q4 | $381K | Buy |
8,568
+23
| +0.3% | +$942 | 0.03% | 288 |
|
|
2020
Q3 | $318K | Sell |
8,545
-1,030
| -11% | -$37.5K | 0.02% | 365 |
|
|
2020
Q2 | $334K | Hold |
9,575
| – | – | 0.03% | 327 |
|
|
2020
Q1 | $349K | Buy |
9,575
+99
| +1% | +$4.53K | 0.03% | 294 |
|
|
2019
Q4 | $501K | Sell |
9,476
-80
| -0.8% | -$4.25K | 0.04% | 247 |
|
|
2019
Q3 | $500K | Hold |
9,556
| – | – | 0.04% | 243 |
|
|
2019
Q2 | $491K | Sell |
9,556
-2,619
| -22% | -$135K | 0.04% | 237 |
|
|
2019
Q1 | $609K | Sell |
12,175
-10,226
| -46% | -$493K | 0.05% | 250 |
|
|
2018
Q4 | $1.02M | Sell |
22,401
-2,734
| -11% | -$122K | 0.08% | 178 |
|
|
2018
Q3 | $1.18M | Sell |
25,135
-14,578
| -37% | -$667K | 0.09% | 172 |
|
|
2018
Q2 | $1.71M | Buy |
39,713
+538
| +1% | +$24.2K | 0.13% | 138 |
|
|
2018
Q1 | $1.71M | Buy |
39,175
+927
| +2% | +$41K | 0.14% | 137 |
|
|
2017
Q4 | $1.68M | Buy |
38,248
+6,328
| +20% | +$270K | 0.13% | 135 |
|
|
2017
Q3 | $1.3M | Sell |
31,920
-10,490
| -25% | -$422K | 0.15% | 108 |
|
|
2017
Q2 | $1.65M | Buy |
42,410
+4,484
| +12% | +$168K | 0.17% | 107 |
|
|
2017
Q1 | $1.37M | Buy |
37,926
+10,294
| +37% | +$365K | 0.14% | 113 |
|
|
2016
Q4 | $962K | Buy |
27,632
+1,148
| +4% | +$40.4K | 0.13% | 121 |
|
|
2016
Q3 | $952K | Buy |
26,484
+2,088
| +9% | +$76K | 0.11% | 151 |
|
|
2016
Q2 | $880K | Buy |
24,396
+3,930
| +19% | +$134K | 0.11% | 156 |
|
|
2016
Q1 | $646K | Buy |
+20,466
| New | +$608K | 0.11% | 166 |
|
Other funds holding AFL
JPH
Telemus Capital's AFL Position: Q4 2023 in Review
Telemus Capital reduced its Aflac (AFL) stake by 33% in Q4 2023, selling an estimated $226K and leaving 5,577 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #247.
Telemus Capital first reported a position in AFL in Q1 2016 and has held it in 32 quarters since. The position peaked at $1.71M in Q1 2018. 1,417 funds tracked by Wall St. Rank hold AFL as of Q4 2023.
- Telemus Capital held 5,577 shares of Aflac worth $460K as of Q4 2023.
- Telemus Capital sold 2,801 Aflac shares in Q4 2023, an estimated $226K.
- Aflac made up 0.04% of Telemus Capital's portfolio in Q4 2023, its #247 holding.
- Telemus Capital first reported a position in Aflac in Q1 2016 and has held it in 32 quarters since.
- Telemus Capital's Aflac position peaked at $1.71M in Q1 2018.
- 1,417 funds tracked by Wall St. Rank held Aflac as of Q4 2023.
Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.