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Girard Partners’s Globe Life GL Stock Holding History

Girard 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
Q4 		– Sell
-3,414
Closed -$295K – 447
2018
Q3 		$295K Sell
3,414
-185
-5% -$16K 0.05% 204
2018
Q2 		$293K Sell
3,599
-295
-8% -$25.1K 0.06% 215
2018
Q1 		$328K Buy
3,894
+50
+1% +$4.37K 0.08% 183
2017
Q4 		$349K Hold
3,844
– – 0.07% 207
2017
Q3 		$308K Hold
3,844
– – 0.06% 205
2017
Q2 		$294K Buy
3,844
+12
+0.3% +$913 0.06% 204
2017
Q1 		$295K Buy
3,832
+188
+5% +$14.3K 0.07% 184
2016
Q4 		$269K Buy
3,644
+17
+0.5% +$1.17K 0.08% 182
2016
Q3 		$232K Sell
3,627
-585
-14% -$36.8K 0.08% 180
2016
Q2 		$260K Hold
4,212
– – 0.1% 166
2016
Q1 		$228K Buy
+4,212
New +$224K 0.1% 167

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Girard Partners's GL Position: Q4 2018 in Review

Girard Partners sold out of Globe Life (GL) in Q4 2018, closing a stake of 3,414 shares — an estimated $295K sold.

Girard Partners first reported a position in GL in Q1 2016 and held it in 11 quarters. The position peaked at $349K in Q4 2017. 470 funds tracked by Wall St. Rank hold GL as of Q4 2018.

  • Girard Partners reported no remaining Globe Life position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 3,414 Globe Life shares in Q4 2018, an estimated $295K.
  • Girard Partners first reported a position in Globe Life in Q1 2016 and held it in 11 quarters.
  • Girard Partners's Globe Life position peaked at $349K in Q4 2017.
  • 470 funds tracked by Wall St. Rank held Globe Life as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.