EI
GL icon

Elkhorn Investments’s Globe Life GL Stock Holding History

Elkhorn Investments’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
2017
Q4 		$2.28M Buy
25,268
+5,945
+31% +$510K 1.19% 9
2017
Q3 		$1.55M Buy
19,323
+2,136
+12% +$166K 1.15% 12
2017
Q2 		$1.36M Buy
17,187
+2,768
+19% +$211K 1.06% 27
2017
Q1 		$1.11M Buy
+14,419
New +$1.09M 0.92% 77

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Elkhorn Investments's GL Position: Q4 2017 in Review

Elkhorn Investments increased its Globe Life (GL) stake by 31% in Q4 2017, buying an estimated $510K and bringing the position to 25,268 shares worth $2.28M. The position accounts for 1.19% of the portfolio, ranked #9.

Elkhorn Investments first reported a position in GL in Q1 2017 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold GL as of Q4 2017.

  • Elkhorn Investments held 25,268 shares of Globe Life worth $2.28M as of Q4 2017.
  • Elkhorn Investments bought 5,945 Globe Life shares in Q4 2017, an estimated $510K.
  • Globe Life made up 1.19% of Elkhorn Investments's portfolio in Q4 2017, its #9 holding.
  • Elkhorn Investments first reported a position in Globe Life in Q1 2017 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Globe Life as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.