SL
Symetra Life Insurance co
Concentrated strategyLong-term holder
Total reported value
$512.0K
Reporting period: 2019-12-31 · Number of holdings: 1
Symetra Life Insurance co disclosed 1 holdings in its latest 13F filing for the period ending 2019-12-31, with total reported value of $512.0K and a quarterly turnover rate of 0.4%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0.39
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Recent moves
Unchanged LQD
0.0% $2.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 100.00% | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2019-12-31 | 1 | $512.0K | 0 | |
| 2019-09-30 | 1 | $510.0K | 100 | |
| 2018-06-30 | 3 | $455.1M | 2 | |
| 2018-03-31 | 3 | $444.5M | 8 | |
| 2017-12-31 | 3 | $408.8M | 6 | |
| 2017-09-30 | 3 | $384.6M | 4 | |
| 2017-06-30 | 3 | $370.1M | 17 | |
| 2017-03-31 | 3 | $361.7M | 15 | |
| 2016-12-31 | 3 | $416.1M | 4 | |
| 2016-09-30 | 3 | $399.7M | 4 | |
| 2016-06-30 | 3 | $385.4M | 3 | |
| 2016-03-31 | 3 | $374.1M | 1 | |
| 2015-12-31 | 3 | $368.7M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | — | Unchanged |
FAQ
What is Symetra Life Insurance co and what type of investor is it?
Symetra Life Insurance co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-12-31), the firm manages a tracked equity portfolio valued at approximately $512.0K, spread across 1 disclosed positions.
What are Symetra Life Insurance co's largest equity positions?
Based on the latest 13F filing, Symetra Life Insurance co's top holdings by market value are:
1. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $512.0K (100.0%)
What changes did Symetra Life Insurance co make in its most recent portfolio filing?
No notable portfolio changes were recorded for Symetra Life Insurance co in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Symetra Life Insurance co focus on?
Sector breakdown data is not yet available for Symetra Life Insurance co. Check back after the next 13F processing cycle.