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Buckingham Strategic Wealth’s Globe Life GL Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-15,211
Closed -$1.22M – 550
2020
Q3 		$1.22M Buy
+15,211
New +$1.21M 0.09% 157

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
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
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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Buckingham Strategic Wealth's GL Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Globe Life (GL) in Q4 2020, closing a stake of 15,211 shares — an estimated $1.22M sold.

Buckingham Strategic Wealth first reported a position in GL in Q3 2020 and held it in 1 quarter. The position peaked at $1.22M in Q3 2020. 492 funds tracked by Wall St. Rank hold GL as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Globe Life position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,211 Globe Life shares in Q4 2020, an estimated $1.22M.
  • Buckingham Strategic Wealth first reported a position in Globe Life in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Globe Life position peaked at $1.22M in Q3 2020.
  • 492 funds tracked by Wall St. Rank held Globe Life as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.