Boit C.F. David’s Globe Life GL Stock Holding History

Boit C.F. David’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
2024 Q2	–	Sell	-2,675	Closed	-$213K	–	129
2024 Q1	$213K	Hold	2,675	–	–	0.12%	80
2023 Q4	$325K	Hold	2,675	–	–	0.18%	71
2023 Q3	$290K	Hold	2,675	–	–	0.2%	61
2023 Q2	$293K	Hold	2,675	–	–	0.19%	64
2023 Q1	$294K	Sell	2,675 -700	-21%	-$82.2K	0.2%	61
2022 Q4	$407K	Hold	3,375	–	–	0.29%	53
2022 Q3	$336K	Buy	+3,375	New	+$339K	0.27%	55
2022 Q1	$340K	Hold	3,375	–	–	0.22%	61
2021 Q4	$316K	Hold	3,375	–	–	0.2%	65
2021 Q3	$305K	Hold	3,375	–	–	0.21%	65
2021 Q2	$321K	Buy	+3,375	New	+$346K	0.24%	56

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boit C.F. David's GL Position: Q2 2024 in Review

Boit C.F. David sold out of Globe Life (GL) in Q2 2024, closing a stake of 2,675 shares — an estimated $213K sold.

Boit C.F. David first reported a position in GL in Q2 2021 and held it in 11 quarters. The position peaked at $407K in Q4 2022. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

Boit C.F. David reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
Boit C.F. David sold 2,675 Globe Life shares in Q2 2024, an estimated $213K.
Boit C.F. David first reported a position in Globe Life in Q2 2021 and held it in 11 quarters.
Boit C.F. David's Globe Life position peaked at $407K in Q4 2022.
502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Boit C.F. David's 13F filing for Q2 2024, filed 10 Jul 2024.