LWM
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Lionsbridge Wealth Management’s Globe Life GL Stock Holding History

Lionsbridge Wealth 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
2020
Q1 		– Sell
-12,091
Closed -$1.26M – 139
2019
Q4 		$1.26M Buy
+12,091
New +$1.21M 1.18% 30

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lionsbridge Wealth Management's GL Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Globe Life (GL) in Q1 2020, closing a stake of 12,091 shares — an estimated $1.26M sold.

Lionsbridge Wealth Management first reported a position in GL in Q4 2019 and held it in 1 quarter. The position peaked at $1.26M in Q4 2019. 439 funds tracked by Wall St. Rank hold GL as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Globe Life position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 12,091 Globe Life shares in Q1 2020, an estimated $1.26M.
  • Lionsbridge Wealth Management first reported a position in Globe Life in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Globe Life position peaked at $1.26M in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Globe Life as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.