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Financial Gravity Asset Management’s Globe Life GL Stock Holding History

Financial Gravity 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
Q1 		– Sell
-3
Closed -$396 – 1249
2023
Q4 		$396 Buy
+3
New +$353 ﹤0.01% 918

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's GL Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Globe Life (GL) in Q1 2024, closing a stake of 3 shares — an estimated $396 sold.

Financial Gravity Asset Management first reported a position in GL in Q4 2023 and held it in 1 quarter. The position peaked at $396 in Q4 2023. 598 funds tracked by Wall St. Rank hold GL as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Globe Life position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 Globe Life shares in Q1 2024, an estimated $396.
  • Financial Gravity Asset Management first reported a position in Globe Life in Q4 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's Globe Life position peaked at $396 in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Globe Life as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.