SEC 13F Intelligence

Surevest, LLC / AFL

Surevest, LLC’s Aflac Inc Position

Does Surevest, LLC own Aflac Inc (AFL)? Yes67.0K shares worth $4M (+1.02% of its 13F portfolio) as of Q3 2022, down from 67.2K shares the prior filed quarter.

Position Value
$4M
Q3 2022
Shares
67.0K
% of Portfolio
+1.02%
Quarters Held
16
currently held

Position History AFL

Reported value by quarter
Q4 ’18: $277,000Q4 ’18Q1 ’19: $702,000Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202267.0K$4M+1.02%
Q2 202267.2K$4M+0.98%
Q1 202265.1K$4M+1.01%
Q4 202188.2K$5M+1.22%
Q3 202190.1K$5M+1.19%
Q2 202185.1K$5M+1.19%
Q1 202192.6K$5M+1.43%
Q4 202092.7K$4M+1.38%
Q3 202090.6K$3M+1.29%
Q2 202080.0K$3M+1.27%
Q1 202066.6K$2M+1.24%
Q4 201937.2K$2M+0.84%
Q3 201932.2K$2M+0.83%
Q2 201924.4K$1M+0.69%
Q1 201914.0K$702,000+0.43%
Q4 20186.1K$277,000+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of AFL.