Ziegler Capital Management’s Aflac AFL Stock Holding History

Ziegler Capital 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
2023 Q1	–	Sell	-3,214	Closed	-$231K	–	400
2022 Q4	$231K	Buy	+3,214	New	+$215K	0.01%	382
2020 Q4	–	Sell	-52,549	Closed	-$1.91M	–	420
2020 Q3	$1.91M	Buy	52,549 +4,021	+8%	+$146K	0.07%	237
2020 Q2	$1.75M	Sell	48,528 -29,082	-37%	-$1.05M	0.06%	248
2020 Q1	$2.66M	Buy	+77,610	New	+$3.55M	0.07%	261
2013 Q3	–	Sell	-56,656	Closed	-$1.65M	–	427
2013 Q2	$1.65M	Buy	+56,656	New	+$1.54M	0.18%	178

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 $3.38T AUM 44.17% 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

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

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

Ziegler Capital Management's AFL Position: Q1 2023 in Review

Ziegler Capital Management sold out of Aflac (AFL) in Q1 2023, closing a stake of 3,214 shares — an estimated $231K sold.

Ziegler Capital Management first reported a position in AFL in Q2 2013 and held it in 5 quarters. The position peaked at $2.66M in Q1 2020. 1,258 funds tracked by Wall St. Rank hold AFL as of Q1 2023.

Ziegler Capital Management reported no remaining Aflac position as of Q1 2023 after selling out during the quarter.
Ziegler Capital Management sold 3,214 Aflac shares in Q1 2023, an estimated $231K.
Ziegler Capital Management first reported a position in Aflac in Q2 2013 and held it in 5 quarters.
Ziegler Capital Management's Aflac position peaked at $2.66M in Q1 2020.
1,258 funds tracked by Wall St. Rank held Aflac as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.