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Edge Capital Group’s Globe Life GL Stock Holding History

Edge Capital Group’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
Q4 		$277K Sell
805
-1,488
-65% -$161K 0.01% 272
2024
Q3 		$243K Buy
+2,293
New +$220K 0.01% 287
2024
Q2 		– Sell
-2,608
Closed -$303K – 324
2024
Q1 		$303K Buy
2,608
+47
+2% +$5.75K 0.02% 260
2023
Q4 		$312K Sell
2,561
-433
-14% -$50.9K 0.02% 248
2023
Q3 		$326K Sell
2,994
-6,250
-68% -$698K 0.02% 229
2023
Q2 		$1.01M Buy
9,244
+1,327
+17% +$143K 0.06% 174
2023
Q1 		$871K Sell
7,917
-237
-3% -$27.8K 0.05% 175
2022
Q4 		$983K Sell
8,154
-7
-0.1% -$801 0.07% 141
2022
Q3 		$814K Buy
8,161
+7,100
+669% +$712K 0.07% 148
2022
Q2 		$231K Sell
1,061
-7,171
-87% -$703K 0.02% 258
2022
Q1 		$828K Buy
8,232
+10
+0.1% +$1.01K 0.06% 159
2021
Q4 		$771K Buy
8,222
+288
+4% +$26.6K 0.05% 161
2021
Q3 		$706K Buy
7,934
+718
+10% +$67.1K 0.06% 157
2021
Q2 		$687K Hold
7,216
– – 0.05% 163
2021
Q1 		$697K Hold
7,216
– – 0.06% 154
2020
Q4 		$685K Hold
7,216
– – 0.06% 149
2020
Q3 		$577K Hold
7,216
– – 0.06% 145
2020
Q2 		$536K Hold
7,216
– – 0.06% 147
2020
Q1 		$519K Hold
7,216
– – 0.06% 142
2019
Q4 		$759K Hold
7,216
– – 0.07% 143
2019
Q3 		$691K Hold
7,216
– – 0.07% 145
2019
Q2 		$646K Hold
7,216
– – 0.06% 156
2019
Q1 		$591K Hold
7,216
– – 0.06% 160
2018
Q4 		$538K Buy
+7,216
New +$600K 0.06% 155

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Capital Group's GL Position: Q4 2024 in Review

Edge Capital Group reduced its Globe Life (GL) stake by 65% in Q4 2024, selling an estimated $161K and leaving 805 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #272.

Edge Capital Group first reported a position in GL in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.01M in Q2 2023. 566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

  • Edge Capital Group held 805 shares of Globe Life worth $277K as of Q4 2024.
  • Edge Capital Group sold 1,488 Globe Life shares in Q4 2024, an estimated $161K.
  • Globe Life made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #272 holding.
  • Edge Capital Group first reported a position in Globe Life in Q4 2018 and has held it in 24 quarters since.
  • Edge Capital Group's Globe Life position peaked at $1.01M in Q2 2023.
  • 566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.