CSat Investment Advisory’s Globe Life GL Stock Holding History

CSat Investment Advisory’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
2021 Q1	$82K	Buy	844 +152	+22%	+$14.6K	0.07%	106
2020 Q4	$66K	Sell	692 -273	-28%	-$24.3K	0.06%	113
2020 Q3	$77K	Sell	965 -25	-3%	-$2K	0.01%	561
2020 Q2	$74K	Buy	990 +449	+83%	+$34.1K	0.01%	575
2020 Q1	$39K	Buy	541 +12	+2%	+$1.13K	0.01%	585
2019 Q4	$56K	Buy	529 +7	+1%	+$698	0.01%	593
2019 Q3	$50K	Sell	522 -15	-3%	-$1.36K	0.02%	542
2019 Q2	$48K	Buy	537 +104	+24%	+$9.07K	0.02%	542
2019 Q1	$35K	Buy	433 +26	+6%	+$2.13K	0.02%	199
2018 Q4	$30K	Buy	407 +153	+60%	+$12.7K	0.02%	199
2018 Q3	$22K	Buy	254 +34	+15%	+$2.94K	0.01%	209
2018 Q2	$18K	Buy	+220	New	+$18.7K	0.01%	216

Other funds holding GL

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CSat Investment Advisory's GL Position: Q1 2021 in Review

CSat Investment Advisory increased its Globe Life (GL) stake by 22% in Q1 2021, buying an estimated $14.6K and bringing the position to 844 shares worth $82K. The position accounts for 0.07% of the portfolio, ranked #106.

CSat Investment Advisory first reported a position in GL in Q2 2018 and has held it in 12 quarters since. 485 funds tracked by Wall St. Rank hold GL as of Q1 2021.

CSat Investment Advisory held 844 shares of Globe Life worth $82K as of Q1 2021.
CSat Investment Advisory bought 152 Globe Life shares in Q1 2021, an estimated $14.6K.
Globe Life made up 0.07% of CSat Investment Advisory's portfolio in Q1 2021, its #106 holding.
CSat Investment Advisory first reported a position in Globe Life in Q2 2018 and has held it in 12 quarters since.
485 funds tracked by Wall St. Rank held Globe Life as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.