BFIM
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Beese Fulmer Investment Management’s Globe Life GL Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-68
Closed -$5K – 332
2020
Q2 		$5K Buy
+68
New +$5.16K ﹤0.01% 534

Other funds holding GL

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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
State Street
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
RFC
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's GL Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Globe Life (GL) in Q3 2020, closing a stake of 68 shares — an estimated $5K sold.

Beese Fulmer Investment Management first reported a position in GL in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 458 funds tracked by Wall St. Rank hold GL as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Globe Life position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 68 Globe Life shares in Q3 2020, an estimated $5K.
  • Beese Fulmer Investment Management first reported a position in Globe Life in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Globe Life position peaked at $5K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Globe Life as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.