DC Investments Management’s Globe Life GL Stock Holding History

DC Investments Management’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
2020 Q3	–	Sell	-3,965	Closed	-$294K	–	157
2020 Q2	$294K	Sell	3,965 -2,573	-39%	-$195K	0.11%	226
2020 Q1	$471K	Buy	6,538 +1,388	+27%	+$131K	0.38%	79
2019 Q4	$542K	Buy	5,150 +662	+15%	+$66K	0.42%	91
2019 Q3	$430K	Sell	4,488 -326	-7%	-$29.6K	0.25%	180
2019 Q2	$431K	Sell	4,814 -1,467	-23%	-$128K	0.24%	181
2019 Q1	$515K	Hold	6,281	–	–	0.33%	145
2018 Q4	$468K	Buy	6,281 +356	+6%	+$29.6K	0.38%	140
2018 Q3	$514K	Buy	5,925 +1,496	+34%	+$129K	0.35%	154
2018 Q2	$361K	Buy	4,429 +1,128	+34%	+$95.8K	0.23%	263
2018 Q1	$278K	Sell	3,301 -5,726	-63%	-$501K	0.19%	209
2017 Q4	$819K	Buy	+9,027	New	+$775K	0.34%	68

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

RFC

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

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

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

DC Investments Management's GL Position: Q3 2020 in Review

DC Investments Management sold out of Globe Life (GL) in Q3 2020, closing a stake of 3,965 shares — an estimated $294K sold.

DC Investments Management first reported a position in GL in Q4 2017 and held it in 11 quarters. The position peaked at $819K in Q4 2017. 458 funds tracked by Wall St. Rank hold GL as of Q3 2020.

DC Investments Management reported no remaining Globe Life position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 3,965 Globe Life shares in Q3 2020, an estimated $294K.
DC Investments Management first reported a position in Globe Life in Q4 2017 and held it in 11 quarters.
DC Investments Management's Globe Life position peaked at $819K in Q4 2017.
458 funds tracked by Wall St. Rank held Globe Life as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.