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Disciplined Investments’s Globe Life GL Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-21
Closed -$2.3K – 670
2023
Q2 		$2.3K Hold
21
– – ﹤0.01% 611
2023
Q1 		$2.31K Sell
21
-3
-13% -$352 ﹤0.01% 609
2022
Q4 		$2.89K Buy
24
+1
+4% +$114 ﹤0.01% 501
2022
Q3 		$2K Buy
23
+1
+5% +$100 ﹤0.01% 641
2022
Q2 		$2K Buy
22
+4
+22% +$392 ﹤0.01% 661
2022
Q1 		$2K Buy
+18
New +$1.82K ﹤0.01% 700

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
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's GL Position: Q3 2023 in Review

Disciplined Investments sold out of Globe Life (GL) in Q3 2023, closing a stake of 21 shares — an estimated $2.3K sold.

Disciplined Investments first reported a position in GL in Q1 2022 and held it in 6 quarters. The position peaked at $2.89K in Q4 2022. 542 funds tracked by Wall St. Rank hold GL as of Q3 2023.

  • Disciplined Investments reported no remaining Globe Life position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 Globe Life shares in Q3 2023, an estimated $2.3K.
  • Disciplined Investments first reported a position in Globe Life in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Globe Life position peaked at $2.89K in Q4 2022.
  • 542 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.