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Monument Capital Management’s Globe Life GL Stock Holding History

Monument Capital 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
-22,705
Closed -$2.39M – 74
2019
Q4 		$2.39M Sell
22,705
-234
-1% -$23.3K 1.22% 37
2019
Q3 		$2.2M Sell
22,939
-246
-1% -$22.3K 1.19% 42
2019
Q2 		$2.11M Sell
23,185
-1,185
-5% -$103K 1.14% 41
2019
Q1 		$2M Sell
24,370
-897
-4% -$73.4K 1.14% 45
2018
Q4 		$1.88M Buy
25,267
+817
+3% +$67.9K 1.18% 40
2018
Q3 		$2.12M Buy
24,450
+2,477
+11% +$214K 1.19% 42
2018
Q2 		$1.79M Sell
21,973
-1,730
-7% -$147K 1.24% 42
2018
Q1 		$1.95M Buy
23,703
+1,622
+7% +$142K 1.33% 37
2017
Q4 		$2M Buy
+22,081
New +$1.89M 1.41% 29

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

Monument Capital Management's GL Position: Q1 2020 in Review

Monument Capital Management sold out of Globe Life (GL) in Q1 2020, closing a stake of 22,705 shares — an estimated $2.39M sold.

Monument Capital Management first reported a position in GL in Q4 2017 and held it in 9 quarters. The position peaked at $2.39M in Q4 2019. 439 funds tracked by Wall St. Rank hold GL as of Q1 2020.

  • Monument Capital Management reported no remaining Globe Life position as of Q1 2020 after selling out during the quarter.
  • Monument Capital Management sold 22,705 Globe Life shares in Q1 2020, an estimated $2.39M.
  • Monument Capital Management first reported a position in Globe Life in Q4 2017 and held it in 9 quarters.
  • Monument Capital Management's Globe Life position peaked at $2.39M in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Globe Life as of Q1 2020.

Based on Monument Capital Management's 13F filing for Q1 2020, filed 14 Apr 2020.