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Simplicity Solutions’s Globe Life GL Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-7,990
Closed -$759K – 678
2020
Q4 		$759K Buy
7,990
+675
+9% +$60.1K 0.01% 608
2020
Q3 		$585K Sell
7,315
-663
-8% -$52.9K 0.01% 596
2020
Q2 		$592K Sell
7,978
-14,092
-64% -$1.07M 0.01% 599
2020
Q1 		$1.59M Buy
22,070
+3,421
+18% +$323K 0.05% 252
2019
Q4 		$1.96M Buy
18,649
+5,176
+38% +$516K 0.06% 246
2019
Q3 		$1.29M Buy
13,473
+2,331
+21% +$212K 0.05% 244
2019
Q2 		$997K Buy
11,142
+8,395
+306% +$732K 0.04% 256
2019
Q1 		$225K Buy
+2,747
New +$225K 0.01% 644

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Simplicity Solutions's GL Position: Q1 2021 in Review

Simplicity Solutions sold out of Globe Life (GL) in Q1 2021, closing a stake of 7,990 shares — an estimated $759K sold.

Simplicity Solutions first reported a position in GL in Q1 2019 and held it in 8 quarters. The position peaked at $1.96M in Q4 2019. 484 funds tracked by Wall St. Rank hold GL as of Q1 2021.

  • Simplicity Solutions reported no remaining Globe Life position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 7,990 Globe Life shares in Q1 2021, an estimated $759K.
  • Simplicity Solutions first reported a position in Globe Life in Q1 2019 and held it in 8 quarters.
  • Simplicity Solutions's Globe Life position peaked at $1.96M in Q4 2019.
  • 484 funds tracked by Wall St. Rank held Globe Life as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.