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C.M. Bidwell & Associates’s Globe Life GL Stock Holding History

C.M. Bidwell & Associates’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
-3,209
Closed -$373K – 504
2024
Q1 		$373K Buy
3,209
+428
+15% +$52.4K 0.25% 71
2023
Q4 		$339K Buy
2,781
+708
+34% +$83.2K 0.25% 77
2023
Q3 		$225K Buy
+2,073
New +$231K 0.17% 97

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

C.M. Bidwell & Associates's GL Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of Globe Life (GL) in Q2 2024, closing a stake of 3,209 shares — an estimated $373K sold.

C.M. Bidwell & Associates first reported a position in GL in Q3 2023 and held it in 3 quarters. The position peaked at $373K in Q1 2024. 503 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • C.M. Bidwell & Associates reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,209 Globe Life shares in Q2 2024, an estimated $373K.
  • C.M. Bidwell & Associates first reported a position in Globe Life in Q3 2023 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Globe Life position peaked at $373K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.