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Aull & Monroe Investment Management’s Globe Life GL Stock Holding History

Aull & Monroe 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
2021
Q4 		– Sell
-2,754
Closed -$245K – 138
2021
Q3 		$245K Hold
2,754
– – 0.12% 120
2021
Q2 		$262K Hold
2,754
– – 0.12% 121
2021
Q1 		$266K Hold
2,754
– – 0.13% 115
2020
Q4 		$262K Sell
2,754
-170
-6% -$15.1K 0.14% 113
2020
Q3 		$234K Buy
+2,924
New +$233K 0.14% 115
2020
Q1 		– Sell
-2,303
Closed -$242K – 119
2019
Q4 		$242K Hold
2,303
– – 0.12% 119
2019
Q3 		$221K Sell
2,303
-324
-12% -$29.4K 0.12% 124
2019
Q2 		$235K Hold
2,627
– – 0.12% 118
2019
Q1 		$216K Buy
+2,627
New +$215K 0.12% 123
2018
Q4 		– Sell
-2,627
Closed -$228K – 123
2018
Q3 		$228K Hold
2,627
– – 0.11% 125
2018
Q2 		$213K Hold
2,627
– – 0.11% 127
2018
Q1 		$221K Buy
2,627
+324
+14% +$28.3K 0.12% 126
2017
Q4 		$209K Sell
2,303
-324
-12% -$27.8K 0.11% 130
2017
Q3 		$210K Sell
2,627
-50
-2% -$3.9K 0.11% 127
2017
Q2 		$205K Hold
2,677
– – 0.11% 125
2017
Q1 		$206K Buy
+2,677
New +$203K 0.11% 132

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aull & Monroe Investment Management's GL Position: Q4 2021 in Review

Aull & Monroe Investment Management sold out of Globe Life (GL) in Q4 2021, closing a stake of 2,754 shares — an estimated $245K sold.

Aull & Monroe Investment Management first reported a position in GL in Q1 2017 and held it in 16 quarters. The position peaked at $266K in Q1 2021. 463 funds tracked by Wall St. Rank hold GL as of Q4 2021.

  • Aull & Monroe Investment Management reported no remaining Globe Life position as of Q4 2021 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 2,754 Globe Life shares in Q4 2021, an estimated $245K.
  • Aull & Monroe Investment Management first reported a position in Globe Life in Q1 2017 and held it in 16 quarters.
  • Aull & Monroe Investment Management's Globe Life position peaked at $266K in Q1 2021.
  • 463 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on Aull & Monroe Investment Management's 13F filing for Q4 2021, filed 2 Feb 2022.