North Fourth Asset Management’s Gaming and Leisure Properties GLPI Stock Holding History

North Fourth Asset Management’s Portfolio GLPI Stock Details GLPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-240,000	Closed	-$10.2M	–	110
2020 Q4	$10.2M	Buy	+240,000	New	+$9.69M	1.04%	18
2019 Q3	–	Sell	-330,066	Closed	-$12.9M	–	55
2019 Q2	$12.9M	Buy	330,066 +65,266	+25%	+$2.59M	2.24%	13
2019 Q1	$10.2M	Buy	264,800 +95,000	+56%	+$3.46M	2.26%	13
2018 Q4	$5.49M	Sell	169,800 -142,948	-46%	-$4.84M	1.74%	24
2018 Q3	$11M	Buy	+312,748	New	+$11.1M	3.85%	4

Other funds holding GLPI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

North Fourth Asset Management's GLPI Position: Q1 2021 in Review

North Fourth Asset Management sold out of Gaming and Leisure Properties (GLPI) in Q1 2021, closing a stake of 240,000 shares — an estimated $10.2M sold.

North Fourth Asset Management first reported a position in GLPI in Q3 2018 and held it in 5 quarters. The position peaked at $12.9M in Q2 2019. 366 funds tracked by Wall St. Rank hold GLPI as of Q1 2021.

North Fourth Asset Management reported no remaining Gaming and Leisure Properties position as of Q1 2021 after selling out during the quarter.
North Fourth Asset Management sold 240,000 Gaming and Leisure Properties shares in Q1 2021, an estimated $10.2M.
North Fourth Asset Management first reported a position in Gaming and Leisure Properties in Q3 2018 and held it in 5 quarters.
North Fourth Asset Management's Gaming and Leisure Properties position peaked at $12.9M in Q2 2019.
366 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2021.

Based on North Fourth Asset Management's 13F filing for Q1 2021, filed 17 May 2021.