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Caldwell Trust’s Globe Life GL Stock Holding History

Caldwell Trust’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
2022
Q3 		– Sell
-232
Closed -$22.6K – 732
2022
Q2 		$22.6K Hold
232
– – ﹤0.01% 527
2022
Q1 		$23.3K Hold
232
– – ﹤0.01% 552
2021
Q4 		$21.7K Hold
232
– – ﹤0.01% 553
2021
Q3 		$20.7K Hold
232
– – ﹤0.01% 556
2021
Q2 		$22.1K Hold
232
– – ﹤0.01% 555
2021
Q1 		$22.4K Hold
232
– – ﹤0.01% 542
2020
Q4 		$22K Hold
232
– – ﹤0.01% 526
2020
Q3 		$18.5K Sell
232
-157
-40% -$12.5K ﹤0.01% 539
2020
Q2 		$28.9K Hold
389
– – ﹤0.01% 493
2020
Q1 		$28K Hold
389
– – 0.01% 500
2019
Q4 		$40.9K Buy
+389
New +$38.8K 0.01% 484

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Caldwell Trust's GL Position: Q3 2022 in Review

Caldwell Trust sold out of Globe Life (GL) in Q3 2022, closing a stake of 232 shares — an estimated $22.6K sold.

Caldwell Trust first reported a position in GL in Q4 2019 and held it in 11 quarters. The position peaked at $40.9K in Q4 2019. 480 funds tracked by Wall St. Rank hold GL as of Q3 2022.

  • Caldwell Trust reported no remaining Globe Life position as of Q3 2022 after selling out during the quarter.
  • Caldwell Trust sold 232 Globe Life shares in Q3 2022, an estimated $22.6K.
  • Caldwell Trust first reported a position in Globe Life in Q4 2019 and held it in 11 quarters.
  • Caldwell Trust's Globe Life position peaked at $40.9K in Q4 2019.
  • 480 funds tracked by Wall St. Rank held Globe Life as of Q3 2022.

Based on Caldwell Trust's 13F filing for Q3 2022, filed 1 Oct 2025.