Great Diamond Partners’s Globe Life GL Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-225	Closed	-$23K	–	313
2019 Q4	$23K	Buy	+225	New	+$22.4K	0.01%	433

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Great Diamond Partners's GL Position: Q1 2020 in Review

Great Diamond Partners sold out of Globe Life (GL) in Q1 2020, closing a stake of 225 shares — an estimated $23K sold.

Great Diamond Partners first reported a position in GL in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 439 funds tracked by Wall St. Rank hold GL as of Q1 2020.

Great Diamond Partners reported no remaining Globe Life position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 225 Globe Life shares in Q1 2020, an estimated $23K.
Great Diamond Partners first reported a position in Globe Life in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Globe Life position peaked at $23K in Q4 2019.
439 funds tracked by Wall St. Rank held Globe Life as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.