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Winton Capital Management’s Globe Life GL Stock Holding History

Winton 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
2014
Q1 		$122M Buy
2,318,900
+684,659
+42% +$35.1M 0.84% 3
2013
Q4 		$85.1M Buy
1,634,241
+613,969
+60% +$30.6M 0.76% 7
2013
Q3 		$49.2M Buy
1,020,272
+27,795
+3% +$1.31M 0.59% 22
2013
Q2 		$43.1M Buy
+992,477
New +$41.5M 0.52% 47

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Winton Capital Management's GL Position: Q1 2014 in Review

Winton Capital Management increased its Globe Life (GL) stake by 42% in Q1 2014, buying an estimated $35.1M and bringing the position to 2,318,900 shares worth $122M. The position accounts for 0.84% of the portfolio, ranked #3.

Winton Capital Management first reported a position in GL in Q2 2013 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold GL as of Q1 2014.

  • Winton Capital Management held 2,318,900 shares of Globe Life worth $122M as of Q1 2014.
  • Winton Capital Management bought 684,659 Globe Life shares in Q1 2014, an estimated $35.1M.
  • Globe Life made up 0.84% of Winton Capital Management's portfolio in Q1 2014, its #3 holding.
  • Winton Capital Management first reported a position in Globe Life in Q2 2013 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held Globe Life as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.