GIA
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Gladstone Institutional Advisory’s Globe Life GL Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-1,766
Closed -$213K – 679
2022
Q4 		$213K Buy
+1,766
New +$202K 0.02% 585

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's GL Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Globe Life (GL) in Q1 2023, closing a stake of 1,766 shares — an estimated $213K sold.

Gladstone Institutional Advisory first reported a position in GL in Q4 2022 and held it in 1 quarter. The position peaked at $213K in Q4 2022. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,766 Globe Life shares in Q1 2023, an estimated $213K.
  • Gladstone Institutional Advisory first reported a position in Globe Life in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Globe Life position peaked at $213K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.