Crewe Advisors’s Globe Life GL Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-26	Closed	-$3.13K	–	911
2022 Q4	$3.13K	Sell	26 -72	-73%	-$8.23K	﹤0.01%	764
2022 Q3	$10K	Buy	98 +25	+34%	+$2.51K	﹤0.01%	663
2022 Q2	$7K	Buy	+73	New	+$7.16K	﹤0.01%	687

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crewe Advisors's GL Position: Q1 2023 in Review

Crewe Advisors sold out of Globe Life (GL) in Q1 2023, closing a stake of 26 shares — an estimated $3.13K sold.

Crewe Advisors first reported a position in GL in Q2 2022 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

Crewe Advisors reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 26 Globe Life shares in Q1 2023, an estimated $3.13K.
Crewe Advisors first reported a position in Globe Life in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Globe Life position peaked at $10K in Q3 2022.
521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.