Jupiter Investment Management’s Globe Life GL Stock Holding History

Jupiter Investment 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
2019 Q4	–	Sell	-13,975	Closed	-$1.34M	–	463
2019 Q3	$1.34M	Buy	+13,975	New	+$1.27M	0.02%	334
2019 Q1	–	Sell	-134,133	Closed	-$10M	–	382
2018 Q4	$10M	Sell	134,133 -506,648	-79%	-$42.1M	0.09%	142
2018 Q3	$55.5M	Buy	640,781 +382,677	+148%	+$33.1M	0.38%	80
2018 Q2	$21M	Buy	258,104 +106,211	+70%	+$9.02M	0.15%	130
2018 Q1	$12.8M	Buy	+151,893	New	+$13.3M	0.1%	134
2015 Q1	–	Sell	-26,247	Closed	-$1.42M	–	366
2014 Q4	$1.42M	Buy	26,247 +449	+2%	+$23.8K	0.05%	239
2014 Q3	$1.35M	Sell	25,798 -10,517	-29%	-$568K	0.07%	209
2014 Q2	$1.98M	Buy	36,315 +18,687	+106%	+$1M	0.11%	180
2014 Q1	$924K	Buy	+17,628	New	+$905K	0.06%	236

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Jupiter Investment Management's GL Position: Q4 2019 in Review

Jupiter Investment Management sold out of Globe Life (GL) in Q4 2019, closing a stake of 13,975 shares — an estimated $1.34M sold.

Jupiter Investment Management first reported a position in GL in Q1 2014 and held it in 9 quarters. The position peaked at $55.5M in Q3 2018. 473 funds tracked by Wall St. Rank hold GL as of Q4 2019.

Jupiter Investment Management reported no remaining Globe Life position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 13,975 Globe Life shares in Q4 2019, an estimated $1.34M.
Jupiter Investment Management first reported a position in Globe Life in Q1 2014 and held it in 9 quarters.
Jupiter Investment Management's Globe Life position peaked at $55.5M in Q3 2018.
473 funds tracked by Wall St. Rank held Globe Life as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.