Echo Street Capital Management’s Globe Life GL Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-7,272	Closed	-$791K	–	175
2023 Q3	$791K	Buy	7,272 +2,556	+54%	+$285K	0.01%	176
2023 Q2	$517K	Sell	4,716 -776	-14%	-$83.4K	﹤0.01%	263
2023 Q1	$604K	Buy	5,492 +3,555	+184%	+$417K	0.01%	217
2022 Q4	$234K	Buy	+1,937	New	+$222K	﹤0.01%	447
2022 Q2	–	Sell	-2,847	Closed	-$286K	–	617
2022 Q1	$286K	Buy	+2,847	New	+$289K	﹤0.01%	509
2021 Q4	–	Sell	-6,222	Closed	-$554K	–	675
2021 Q3	$554K	Buy	6,222 +826	+15%	+$77.2K	﹤0.01%	387
2021 Q2	$514K	Buy	+5,396	New	+$552K	﹤0.01%	354
2020 Q3	–	Sell	-8,786	Closed	-$652K	–	223
2020 Q2	$652K	Buy	+8,786	New	+$667K	0.01%	321

Other funds holding GL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Echo Street Capital Management's GL Position: Q4 2023 in Review

Echo Street Capital Management sold out of Globe Life (GL) in Q4 2023, closing a stake of 7,272 shares — an estimated $791K sold.

Echo Street Capital Management first reported a position in GL in Q2 2020 and held it in 8 quarters. The position peaked at $791K in Q3 2023. 588 funds tracked by Wall St. Rank hold GL as of Q4 2023.

Echo Street Capital Management reported no remaining Globe Life position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,272 Globe Life shares in Q4 2023, an estimated $791K.
Echo Street Capital Management first reported a position in Globe Life in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's Globe Life position peaked at $791K in Q3 2023.
588 funds tracked by Wall St. Rank held Globe Life as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.