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Kays Financial Advisory’s Globe Life GL Stock Holding History

Kays Financial 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
2020
Q1 		– Sell
-20,797
Closed -$2.19M – 95
2019
Q4 		$2.19M Buy
20,797
+741
+4% +$73.9K 0.38% 39
2019
Q3 		$1.92M Sell
20,056
-329
-2% -$29.9K 0.35% 41
2019
Q2 		$1.82M Buy
20,385
+133
+0.7% +$11.6K 0.33% 42
2019
Q1 		$1.66M Buy
20,252
+515
+3% +$42.1K 0.32% 44
2018
Q4 		$1.47M Buy
19,737
+850
+5% +$70.7K 0.33% 50
2018
Q3 		$1.64M Sell
18,887
-316
-2% -$27.3K 0.35% 41
2018
Q2 		$1.56M Buy
19,203
+374
+2% +$31.8K 0.34% 41
2018
Q1 		$1.58M Sell
18,829
-746
-4% -$65.2K 0.36% 39
2017
Q4 		$1.78M Sell
19,575
-13,903
-42% -$1.19M 0.52% 34
2017
Q3 		$2.68M Buy
33,478
+222
+0.7% +$17.3K 0.85% 17
2017
Q2 		$2.54M Buy
33,256
+1,023
+3% +$77.8K 0.86% 20
2017
Q1 		$2.48M Buy
32,233
+2,393
+8% +$182K 0.88% 19
2016
Q4 		$2.2M Buy
29,840
+2,263
+8% +$155K 0.86% 18
2016
Q3 		$1.76M Buy
27,577
+3,801
+16% +$239K 0.75% 22
2016
Q2 		$1.47M Buy
23,776
+3,392
+17% +$198K 0.66% 26
2016
Q1 		$1.1M Buy
20,384
+699
+4% +$37.2K 0.54% 28
2015
Q4 		$1.13M Buy
19,685
+1,964
+11% +$115K 0.58% 25
2015
Q3 		$999K Buy
17,721
+3,775
+27% +$224K 0.57% 21
2015
Q2 		$812K Buy
13,946
+852
+7% +$48.6K 0.47% 24
2015
Q1 		$719K Buy
13,094
+4,060
+45% +$216K 0.42% 28
2014
Q4 		$489K Buy
+9,034
New +$479K 0.33% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
APG Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Kays Financial Advisory's GL Position: Q1 2020 in Review

Kays Financial Advisory sold out of Globe Life (GL) in Q1 2020, closing a stake of 20,797 shares — an estimated $2.19M sold.

Kays Financial Advisory first reported a position in GL in Q4 2014 and held it in 21 quarters. The position peaked at $2.68M in Q3 2017. 440 funds tracked by Wall St. Rank hold GL as of Q1 2020.

  • Kays Financial Advisory reported no remaining Globe Life position as of Q1 2020 after selling out during the quarter.
  • Kays Financial Advisory sold 20,797 Globe Life shares in Q1 2020, an estimated $2.19M.
  • Kays Financial Advisory first reported a position in Globe Life in Q4 2014 and held it in 21 quarters.
  • Kays Financial Advisory's Globe Life position peaked at $2.68M in Q3 2017.
  • 440 funds tracked by Wall St. Rank held Globe Life as of Q1 2020.

Based on Kays Financial Advisory's 13F filing for Q1 2020, filed 7 May 2020.