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Heartland Bank & Trust’s Globe Life GL Stock Holding History

Heartland Bank & Trust’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
Q4 		– Sell
-3,369
Closed -$357K – 146
2024
Q3 		$357K Sell
3,369
-129
-4% -$12.4K 0.19% 114
2024
Q2 		$288K Sell
3,498
-77
-2% -$6.38K 0.16% 126
2024
Q1 		$416K Sell
3,575
-71
-2% -$8.69K 0.24% 99
2023
Q4 		$444K Sell
3,646
-227
-6% -$26.7K 0.31% 84
2023
Q3 		$421K Buy
3,873
+65
+2% +$7.26K 0.33% 86
2023
Q2 		$417K Sell
3,808
-344
-8% -$37K 0.33% 88
2023
Q1 		$457K Buy
4,152
+266
+7% +$31.2K 0.35% 93
2022
Q4 		$468K Buy
+3,886
New +$444K 0.35% 79
2021
Q3 		– Sell
-4,328
Closed -$412K – 114
2021
Q2 		$412K Sell
4,328
-406
-9% -$41.6K 0.38% 75
2021
Q1 		$457K Sell
4,734
-472
-9% -$45.2K 0.42% 70
2020
Q4 		$494K Buy
+5,206
New +$464K 0.44% 68

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heartland Bank & Trust's GL Position: Q4 2024 in Review

Heartland Bank & Trust sold out of Globe Life (GL) in Q4 2024, closing a stake of 3,369 shares — an estimated $357K sold.

Heartland Bank & Trust first reported a position in GL in Q4 2020 and held it in 11 quarters. The position peaked at $494K in Q4 2020. 566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

  • Heartland Bank & Trust reported no remaining Globe Life position as of Q4 2024 after selling out during the quarter.
  • Heartland Bank & Trust sold 3,369 Globe Life shares in Q4 2024, an estimated $357K.
  • Heartland Bank & Trust first reported a position in Globe Life in Q4 2020 and held it in 11 quarters.
  • Heartland Bank & Trust's Globe Life position peaked at $494K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on Heartland Bank & Trust's 13F filing for Q4 2024, filed 22 Jan 2025.