EI
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Ellevest Inc’s Globe Life GL Stock Holding History

Ellevest Inc’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 		– Sell
-2,485
Closed -$263K – 426
2024
Q3 		$263K Buy
+2,485
New +$238K 0.01% 351
2023
Q2 		– Sell
-478
Closed -$52.6K – 851
2023
Q1 		$52.6K Sell
478
-121
-20% -$14.2K ﹤0.01% 589
2022
Q4 		$72.2K Buy
599
+151
+34% +$17.3K 0.01% 517
2022
Q3 		$45K Buy
448
+119
+36% +$11.9K ﹤0.01% 612
2022
Q2 		$32K Sell
329
-35
-10% -$3.43K ﹤0.01% 662
2022
Q1 		$37K Buy
364
+10
+3% +$1.01K ﹤0.01% 603
2021
Q4 		$33K Buy
354
+172
+95% +$15.9K ﹤0.01% 606
2021
Q3 		$16K Sell
182
-1
-0.5% -$93 ﹤0.01% 715
2021
Q2 		$17K Sell
183
-1
-0.5% -$102 ﹤0.01% 669
2021
Q1 		$18K Buy
+184
New +$17.6K ﹤0.01% 675
2020
Q4 		– Sell
-172
Closed -$14K – 1249
2020
Q3 		$14K Sell
172
-76
-31% -$6.07K ﹤0.01% 588
2020
Q2 		$18K Buy
248
+42
+20% +$3.19K ﹤0.01% 501
2020
Q1 		$15K Buy
206
+202
+5,050% +$19K ﹤0.01% 478
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1000
2019
Q3 		$0 Buy
+4
New +$363 ﹤0.01% 543

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

Ellevest Inc's GL Position: Q4 2024 in Review

Ellevest Inc sold out of Globe Life (GL) in Q4 2024, closing a stake of 2,485 shares — an estimated $263K sold.

Ellevest Inc first reported a position in GL in Q3 2019 and held it in 15 quarters. The position peaked at $263K in Q3 2024. 566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

  • Ellevest Inc reported no remaining Globe Life position as of Q4 2024 after selling out during the quarter.
  • Ellevest Inc sold 2,485 Globe Life shares in Q4 2024, an estimated $263K.
  • Ellevest Inc first reported a position in Globe Life in Q3 2019 and held it in 15 quarters.
  • Ellevest Inc's Globe Life position peaked at $263K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on Ellevest Inc's 13F filing for Q4 2024, filed 14 Feb 2025.