Arden Trust’s Globe Life GL Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-1,025	Closed	-$74K	–	495
2020 Q1	$74K	Buy	+1,025	New	+$96.6K	0.01%	426
2016 Q3	–	Sell	-43,726	Closed	-$2.7K	–	394
2016 Q2	$2.7K	Sell	43,726 -912	-2%	-$53.3K	0.2%	117
2016 Q1	$2.42M	Hold	44,638	–	–	0.19%	120
2015 Q4	$2.55M	Buy	44,638 +4,565	+11%	+$267K	0.22%	110
2015 Q3	$2.26M	Buy	40,073 +33,966	+556%	+$2.02M	0.19%	133
2015 Q2	$356	Sell	6,107 -1,433	-19%	-$81.8K	0.05%	320
2015 Q1	$414	Buy	+7,540	New	+$401K	0.06%	299
2014 Q1	–	Sell	-5,018	Closed	-$261K	–	332
2013 Q4	$261K	Sell	5,018 -375	-7%	-$18.7K	0.03%	279
2013 Q3	$260K	Sell	5,393 -300	-5%	-$14.1K	0.03%	276
2013 Q2	$247K	Buy	+5,693	New	+$238K	0.03%	281

Other funds holding GL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return