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Belpointe Asset Management’s Globe Life GL Stock Holding History

Belpointe 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
Q2 		– Sell
-51
Closed -$5.61K – 1651
2023
Q1 		$5.61K Hold
51
– – ﹤0.01% 2961
2022
Q4 		$6.15K Buy
+51
New +$5.83K ﹤0.01% 2843

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's GL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Globe Life (GL) in Q2 2023, closing a stake of 51 shares — an estimated $5.61K sold.

Belpointe Asset Management first reported a position in GL in Q4 2022 and held it in 2 quarters. The position peaked at $6.15K in Q4 2022. 541 funds tracked by Wall St. Rank hold GL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Globe Life position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 51 Globe Life shares in Q2 2023, an estimated $5.61K.
  • Belpointe Asset Management first reported a position in Globe Life in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Globe Life position peaked at $6.15K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Globe Life as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.