Berman Capital Advisors’s Globe Life GL Stock Holding History

Berman Capital Advisors’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 Q3	$24K	Hold	278	–	–	﹤0.01%	921
2021 Q2	$26K	Sell	278 -17	-6%	-$1.74K	﹤0.01%	806
2021 Q1	$28K	Buy	295 +56	+23%	+$5.37K	0.01%	676
2020 Q4	$22K	Hold	239	–	–	0.01%	638
2020 Q3	$19K	Hold	239	–	–	0.01%	597
2020 Q2	$17K	Buy	239 +21	+10%	+$1.59K	﹤0.01%	594
2020 Q1	$15K	Buy	218 +88	+68%	+$8.3K	﹤0.01%	562
2019 Q4	$13K	Hold	130	–	–	﹤0.01%	650
2019 Q3	$12K	Hold	130	–	–	﹤0.01%	659
2019 Q2	$11K	Buy	130 +28	+27%	+$2.44K	﹤0.01%	689
2019 Q1	$8K	Buy	102 +16	+19%	+$1.31K	﹤0.01%	722
2018 Q4	$6K	Buy	+86	New	+$7.15K	﹤0.01%	624

Other funds holding GL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RFC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's GL Position: Q3 2021 in Review

Berman Capital Advisors held its Globe Life (GL) position steady in Q3 2021 at 278 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Berman Capital Advisors first reported a position in GL in Q4 2018 and has held it in 12 quarters since. The position peaked at $28K in Q1 2021. 461 funds tracked by Wall St. Rank hold GL as of Q3 2021.

Berman Capital Advisors held 278 shares of Globe Life worth $24K as of Q3 2021.
Berman Capital Advisors left its Globe Life share count unchanged in Q3 2021.
Globe Life made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #921 holding.
Berman Capital Advisors first reported a position in Globe Life in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Globe Life position peaked at $28K in Q1 2021.
461 funds tracked by Wall St. Rank held Globe Life as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.