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Heritage Financial Services’s Globe Life GL Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-16
Closed -$1K – 222
2022
Q2 		$1K Buy
+16
New +$1.57K ﹤0.01% 451

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State Street
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Boston Partners
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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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Heritage Financial Services's GL Position: Q3 2022 in Review

Heritage Financial Services sold out of Globe Life (GL) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in GL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 479 funds tracked by Wall St. Rank hold GL as of Q3 2022.

  • Heritage Financial Services reported no remaining Globe Life position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 16 Globe Life shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Globe Life in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Globe Life position peaked at $1K in Q2 2022.
  • 479 funds tracked by Wall St. Rank held Globe Life as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.