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Connectus Wealth’s Globe Life GL Stock Holding History

Connectus Wealth’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
Q1 		$239K Buy
+2,050
New +$251K 0.01% 341
2023
Q3 		– Sell
-2,050
Closed -$225K – 505
2023
Q2 		$225K Buy
+2,050
New +$220K 0.01% 425
2023
Q1 		– Sell
-1,500
Closed -$181K – 445
2022
Q4 		$181K Sell
1,500
-550
-27% -$62.9K ﹤0.01% 413
2022
Q3 		$205K Buy
+2,050
New +$206K ﹤0.01% 484

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connectus Wealth's GL Position: Q1 2024 in Review

Connectus Wealth opened a new position in Globe Life (GL) in Q1 2024: 2,050 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in GL as recently as Q2 2023.

Connectus Wealth first reported a position in GL in Q3 2022 and has held it in 4 quarters since. 598 funds tracked by Wall St. Rank hold GL as of Q1 2024.

  • Connectus Wealth held 2,050 shares of Globe Life worth $239K as of Q1 2024.
  • Globe Life was a new Connectus Wealth position in Q1 2024.
  • Globe Life made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #341 holding.
  • Connectus Wealth first reported a position in Globe Life in Q3 2022 and has held it in 4 quarters since.
  • 598 funds tracked by Wall St. Rank held Globe Life as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.