Lourd Capital’s Globe Life GL Stock Holding History

Lourd Capital’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 Q1	–	Sell	-2,270	Closed	-$206K	–	195
2017 Q4	$206K	Buy	+2,270	New	+$195K	0.01%	340

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

RFC

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lourd Capital's GL Position: Q1 2018 in Review

Lourd Capital sold out of Globe Life (GL) in Q1 2018, closing a stake of 2,270 shares — an estimated $206K sold.

Lourd Capital first reported a position in GL in Q4 2017 and held it in 1 quarter. The position peaked at $206K in Q4 2017. 483 funds tracked by Wall St. Rank hold GL as of Q1 2018.

Lourd Capital reported no remaining Globe Life position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 2,270 Globe Life shares in Q1 2018, an estimated $206K.
Lourd Capital first reported a position in Globe Life in Q4 2017 and held it in 1 quarter.
Lourd Capital's Globe Life position peaked at $206K in Q4 2017.
483 funds tracked by Wall St. Rank held Globe Life as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.