Zega Financial’s Aflac AFL Stock Holding History

Zega Financial’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 Q3	$7.16M	Sell	64,000 -4,078	-6%	-$414K	1.08%	14
2024 Q2	$6.08M	Buy	68,078 +43	+0.1%	+$3.7K	1.08%	15
2024 Q1	$5.84M	Buy	68,035 +500	+0.7%	+$41K	2%	11
2023 Q4	$5.57M	Buy	+67,535	New	+$5.44M	1.79%	10

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Zega Financial's AFL Position: Q3 2024 in Review

Zega Financial reduced its Aflac (AFL) stake by 6% in Q3 2024, selling an estimated $414K and leaving 64,000 shares worth $7.16M. The position accounts for 1.08% of the portfolio, ranked #14.

Zega Financial first reported a position in AFL in Q4 2023 and has held it in 4 quarters since. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Zega Financial held 64,000 shares of Aflac worth $7.16M as of Q3 2024.
Zega Financial sold 4,078 Aflac shares in Q3 2024, an estimated $414K.
Aflac made up 1.08% of Zega Financial's portfolio in Q3 2024, its #14 holding.
Zega Financial first reported a position in Aflac in Q4 2023 and has held it in 4 quarters since.
1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.