CT
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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 $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return