Kaizen Advisory’s Globe Life GL Stock Holding History

Kaizen Advisory’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	$22K	Buy	294 +22	+8%	+$1.83K	0.02%	498
2018 Q3	$24K	Hold	272	–	–	0.01%	495
2018 Q2	$22K	Buy	272 +171	+169%	+$14.5K	0.01%	511
2018 Q1	$9K	Hold	101	–	–	0.01%	506
2017 Q4	$9K	Buy	+101	New	+$8.67K	0.01%	500

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

RFC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaizen Advisory's GL Position: Q4 2018 in Review

Kaizen Advisory increased its Globe Life (GL) stake by 8.1% in Q4 2018, buying an estimated $1.83K and bringing the position to 294 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #498.

Kaizen Advisory first reported a position in GL in Q4 2017 and has held it in 5 quarters since. The position peaked at $24K in Q3 2018. 469 funds tracked by Wall St. Rank hold GL as of Q4 2018.

Kaizen Advisory held 294 shares of Globe Life worth $22K as of Q4 2018.
Kaizen Advisory bought 22 Globe Life shares in Q4 2018, an estimated $1.83K.
Globe Life made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #498 holding.
Kaizen Advisory first reported a position in Globe Life in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Globe Life position peaked at $24K in Q3 2018.
469 funds tracked by Wall St. Rank held Globe Life as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.