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Baker Avenue Asset Management’s Globe Life GL Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-12
Closed -$1.3K – 802
2023
Q3 		$1.3K Hold
12
– – ﹤0.01% 1222
2023
Q2 		$1.31K Hold
12
– – ﹤0.01% 1092
2023
Q1 		$1.32K Hold
12
– – ﹤0.01% 1096
2022
Q4 		$1.45K Buy
+12
New +$1.37K ﹤0.01% 1002

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baker Avenue Asset Management's GL Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Globe Life (GL) in Q4 2023, closing a stake of 12 shares — an estimated $1.3K sold.

Baker Avenue Asset Management first reported a position in GL in Q4 2022 and held it in 4 quarters. The position peaked at $1.45K in Q4 2022. 587 funds tracked by Wall St. Rank hold GL as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Globe Life position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 12 Globe Life shares in Q4 2023, an estimated $1.3K.
  • Baker Avenue Asset Management first reported a position in Globe Life in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Globe Life position peaked at $1.45K in Q4 2022.
  • 587 funds tracked by Wall St. Rank held Globe Life as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.