EAM
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Empirical Asset Management’s Globe Life GL Stock Holding History

Empirical Asset 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
2024
Q3 		– Sell
-3,821
Closed -$314K – 329
2024
Q2 		$314K Buy
+3,821
New +$317K 0.12% 239
2023
Q4 		– Sell
-6,454
Closed -$702K – 194
2023
Q3 		$702K Buy
6,454
+147
+2% +$16.4K 0.61% 51
2023
Q2 		$691K Buy
+6,307
New +$678K 0.61% 56

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empirical Asset Management's GL Position: Q3 2024 in Review

Empirical Asset Management sold out of Globe Life (GL) in Q3 2024, closing a stake of 3,821 shares — an estimated $314K sold.

Empirical Asset Management first reported a position in GL in Q2 2023 and held it in 3 quarters. The position peaked at $702K in Q3 2023. 525 funds tracked by Wall St. Rank hold GL as of Q3 2024.

  • Empirical Asset Management reported no remaining Globe Life position as of Q3 2024 after selling out during the quarter.
  • Empirical Asset Management sold 3,821 Globe Life shares in Q3 2024, an estimated $314K.
  • Empirical Asset Management first reported a position in Globe Life in Q2 2023 and held it in 3 quarters.
  • Empirical Asset Management's Globe Life position peaked at $702K in Q3 2023.
  • 525 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on Empirical Asset Management's 13F filing for Q3 2024, filed 11 Oct 2024.