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Charter Oak Capital Management’s Globe Life GL Stock Holding History

Charter Oak Capital Management’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
-20
Closed -$2K – 431
2022
Q2 		$2K Hold
20
– – ﹤0.01% 830
2022
Q1 		$2K Buy
+20
New +$2.03K ﹤0.01% 872

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BlackRock
BlackRock New York $5.72T 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

Charter Oak Capital Management's GL Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Globe Life (GL) in Q3 2022, closing a stake of 20 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in GL in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 479 funds tracked by Wall St. Rank hold GL as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Globe Life position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 20 Globe Life shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Globe Life in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Globe Life position peaked at $2K in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Globe Life as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.