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Convergence Investment Partners’s Globe Life GL Stock Holding History

Convergence Investment Partners’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-30,384
Closed -$2.56M – 543
2018
Q1 		$2.56M Buy
30,384
+4,144
+16% +$362K 0.33% 112
2017
Q4 		$2.38M Buy
26,240
+174
+0.7% +$14.9K 0.32% 114
2017
Q3 		$2.09M Buy
+26,066
New +$2.03M 0.3% 131
2017
Q1 		– Sell
-22,397
Closed -$1.65M – 350
2016
Q4 		$1.65M Buy
+22,397
New +$1.54M 0.23% 178

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Artisan Partners
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Convergence Investment Partners's GL Position: Q2 2018 in Review

Convergence Investment Partners sold out of Globe Life (GL) in Q2 2018, closing a stake of 30,384 shares — an estimated $2.56M sold.

Convergence Investment Partners first reported a position in GL in Q4 2016 and held it in 4 quarters. The position peaked at $2.56M in Q1 2018. 463 funds tracked by Wall St. Rank hold GL as of Q2 2018.

  • Convergence Investment Partners reported no remaining Globe Life position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 30,384 Globe Life shares in Q2 2018, an estimated $2.56M.
  • Convergence Investment Partners first reported a position in Globe Life in Q4 2016 and held it in 4 quarters.
  • Convergence Investment Partners's Globe Life position peaked at $2.56M in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Globe Life as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.