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Birchcreek Wealth Management’s Globe Life GL Stock Holding History

Birchcreek Wealth 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
Q1 		– Sell
-1,125
Closed -$106K – 177
2020
Q4 		$106K Buy
+1,125
New +$100K 0.1% 141

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Wellington Management Group
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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Birchcreek Wealth Management's GL Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Globe Life (GL) in Q1 2021, closing a stake of 1,125 shares — an estimated $106K sold.

Birchcreek Wealth Management first reported a position in GL in Q4 2020 and held it in 1 quarter. The position peaked at $106K in Q4 2020. 484 funds tracked by Wall St. Rank hold GL as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Globe Life position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,125 Globe Life shares in Q1 2021, an estimated $106K.
  • Birchcreek Wealth Management first reported a position in Globe Life in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Globe Life position peaked at $106K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held Globe Life as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.