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Cary Street Partners Investment Advisory’s Globe Life GL Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-500
Closed -$54.4K – 1083
2023
Q3 		$54.4K Hold
500
– – ﹤0.01% 850
2023
Q2 		$54.8K Hold
500
– – ﹤0.01% 794
2023
Q1 		$55K Hold
500
– – ﹤0.01% 721
2022
Q4 		$60.3K Buy
+500
New +$57.2K ﹤0.01% 693

Other funds holding GL

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cary Street Partners Investment Advisory's GL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Globe Life (GL) in Q4 2023, closing a stake of 500 shares — an estimated $54.4K sold.

Cary Street Partners Investment Advisory first reported a position in GL in Q4 2022 and held it in 4 quarters. The position peaked at $60.3K in Q4 2022. 588 funds tracked by Wall St. Rank hold GL as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Globe Life position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 500 Globe Life shares in Q4 2023, an estimated $54.4K.
  • Cary Street Partners Investment Advisory first reported a position in Globe Life in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Globe Life position peaked at $60.3K in Q4 2022.
  • 588 funds tracked by Wall St. Rank held Globe Life as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.