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Wintrust Investments’s Aflac AFL Stock Holding History

Wintrust Investments’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 		$382K Buy
3,695
+357
+11% +$38.9K 0.34% 49
2024
Q3 		$373K Sell
3,338
-29,058
-90% -$2.95M 0.28% 60
2024
Q2 		$2.89M Sell
32,396
-192
-0.6% -$16.5K 0.24% 76
2024
Q1 		$2.8M Sell
32,588
-407
-1% -$33.4K 0.25% 84
2023
Q4 		$2.72M Sell
32,995
-4,299
-12% -$346K 0.26% 80
2023
Q3 		$2.86M Buy
+37,294
New +$2.77M 0.3% 70
2022
Q2 		– Sell
-3,364
Closed -$217K – 370
2022
Q1 		$217K Buy
+3,364
New +$211K 0.02% 379
2018
Q1 		– Sell
-7,206
Closed -$316K – 256
2017
Q4 		$316K Buy
7,206
+4
+0.1% +$171 0.07% 221
2017
Q3 		$293K Buy
7,202
+152
+2% +$6.12K 0.07% 226
2017
Q2 		$274K Sell
7,050
-320
-4% -$12K 0.07% 242
2017
Q1 		$267K Buy
+7,370
New +$261K 0.08% 239

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wintrust Investments's AFL Position: Q4 2024 in Review

Wintrust Investments increased its Aflac (AFL) stake by 11% in Q4 2024, buying an estimated $38.9K and bringing the position to 3,695 shares worth $382K. The position accounts for 0.34% of the portfolio, ranked #49.

Wintrust Investments first reported a position in AFL in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.89M in Q2 2024. 1,578 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

  • Wintrust Investments held 3,695 shares of Aflac worth $382K as of Q4 2024.
  • Wintrust Investments bought 357 Aflac shares in Q4 2024, an estimated $38.9K.
  • Aflac made up 0.34% of Wintrust Investments's portfolio in Q4 2024, its #49 holding.
  • Wintrust Investments first reported a position in Aflac in Q1 2017 and has held it in 11 quarters since.
  • Wintrust Investments's Aflac position peaked at $2.89M in Q2 2024.
  • 1,578 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.