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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's GL Position: Q1 2024 in Review

Gradient Investments sold out of Globe Life (GL) in Q1 2024, closing a stake of 14 shares — an estimated $1.7K sold.

Gradient Investments first reported a position in GL in Q4 2017 and held it in 12 quarters. The position peaked at $94K in Q1 2021. 598 funds tracked by Wall St. Rank hold GL as of Q1 2024.

Gradient Investments reported no remaining Globe Life position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 14 Globe Life shares in Q1 2024, an estimated $1.7K.
Gradient Investments first reported a position in Globe Life in Q4 2017 and held it in 12 quarters.
Gradient Investments's Globe Life position peaked at $94K in Q1 2021.
598 funds tracked by Wall St. Rank held Globe Life as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.