GI
GL icon

Gradient Investments’s Globe Life GL Stock Holding History

Gradient Investments’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
-14
Closed -$1.7K – 1471
2023
Q4 		$1.7K Hold
14
– – ﹤0.01% 1271
2023
Q3 		$1.52K Hold
14
– – ﹤0.01% 1246
2023
Q2 		$1.53K Buy
+14
New +$1.5K ﹤0.01% 1224
2022
Q1 		– Sell
-970
Closed -$91K – 1235
2021
Q4 		$91K Hold
970
– – ﹤0.01% 372
2021
Q3 		$86K Hold
970
– – ﹤0.01% 394
2021
Q2 		$92K Hold
970
– – ﹤0.01% 380
2021
Q1 		$94K Buy
+970
New +$92.9K ﹤0.01% 372
2020
Q4 		– Sell
-970
Closed -$78K – 1150
2020
Q3 		$78K Buy
+970
New +$77.4K ﹤0.01% 346
2018
Q4 		– Sell
-11
Closed -$1K – 979
2018
Q3 		$1K Hold
11
– – ﹤0.01% 905
2018
Q2 		$1K Hold
11
– – ﹤0.01% 897
2018
Q1 		$1K Sell
11
-8
-42% -$700 ﹤0.01% 901
2017
Q4 		$2K Buy
+19
New +$1.63K ﹤0.01% 815

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return