Achmea Investment Management’s Globe Life GL Stock Holding History

Achmea Investment 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
2024 Q3	–	Sell	-29,684	Closed	-$2.44M	–	417
2024 Q2	$2.44M	Buy	29,684 +17,878	+151%	+$1.48M	0.04%	296
2024 Q1	$1.37M	Sell	11,806 -189	-2%	-$23.1K	0.03%	334
2023 Q4	$1.46M	Sell	11,995 -8,520	-42%	-$1M	0.03%	354
2023 Q3	$2.23M	Sell	20,515 -4,113	-17%	-$459K	0.05%	305
2023 Q2	$2.7M	Sell	24,628 -438	-2%	-$47.1K	0.06%	309
2023 Q1	$2.76M	Buy	25,066 +24,830	+10,521%	+$2.91M	0.08%	259
2022 Q4	$27K	Hold	236	–	–	﹤0.01%	595
2022 Q3	$24K	Hold	236	–	–	﹤0.01%	592
2022 Q2	$23K	Hold	236	–	–	﹤0.01%	590
2022 Q1	$23K	Hold	236	–	–	﹤0.01%	606
2021 Q4	$22K	Hold	236	–	–	﹤0.01%	340
2021 Q3	$21K	Buy	+236	New	+$22.1K	﹤0.01%	593
2020 Q1	–	Sell	-4,923	Closed	-$518K	–	371
2019 Q4	$518K	Hold	4,923	–	–	0.02%	444
2019 Q3	$471K	Hold	4,923	–	–	0.02%	439
2019 Q2	$440K	Hold	4,923	–	–	0.02%	472
2019 Q1	$403K	Hold	4,923	–	–	0.02%	411
2018 Q4	$367K	Hold	4,923	–	–	0.02%	405
2018 Q3	$426K	Sell	4,923 -8,473	-63%	-$732K	0.02%	446
2018 Q2	$1.09M	Hold	13,396	–	–	0.04%	353
2018 Q1	$1.13M	Hold	13,396	–	–	0.04%	372
2017 Q4	$1.22M	Hold	13,396	–	–	0.04%	364
2017 Q3	$1.07M	Hold	13,396	–	–	0.06%	318
2017 Q2	$1.02M	Sell	13,396 -13,291	-50%	-$1.01M	0.06%	325
2017 Q1	$2.06M	Buy	+26,687	New	+$2.03M	0.1%	270

Other funds holding GL

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Achmea Investment Management's GL Position: Q3 2024 in Review

Achmea Investment Management sold out of Globe Life (GL) in Q3 2024, closing a stake of 29,684 shares — an estimated $2.44M sold.

Achmea Investment Management first reported a position in GL in Q1 2017 and held it in 24 quarters. The position peaked at $2.76M in Q1 2023. 526 funds tracked by Wall St. Rank hold GL as of Q3 2024.

Achmea Investment Management reported no remaining Globe Life position as of Q3 2024 after selling out during the quarter.
Achmea Investment Management sold 29,684 Globe Life shares in Q3 2024, an estimated $2.44M.
Achmea Investment Management first reported a position in Globe Life in Q1 2017 and held it in 24 quarters.
Achmea Investment Management's Globe Life position peaked at $2.76M in Q1 2023.
526 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on Achmea Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.