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IBM Retirement Fund’s Globe Life GL Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-2,825
Closed -$252K – 618
2021
Q3 		$252K Hold
2,825
– – 0.02% 628
2021
Q2 		$269K Sell
2,825
-631
-18% -$64.6K 0.02% 626
2021
Q1 		$334K Sell
3,456
-402
-10% -$38.5K 0.02% 575
2020
Q4 		$366K Buy
3,858
+450
+13% +$40.1K 0.03% 543
2020
Q3 		$272K Buy
+3,408
New +$272K 0.02% 554
2018
Q2 		– Sell
-2,509
Closed -$211K – 495
2018
Q1 		$211K Buy
+2,509
New +$219K 0.04% 493
2017
Q1 		– Sell
-11,779
Closed -$926K – 497
2016
Q4 		$926K Buy
11,779
+564
+5% +$38.7K 0.04% 387
2016
Q3 		$717K Sell
11,215
-791
-7% -$49.7K 0.04% 496
2016
Q2 		$742K Sell
12,006
-562
-4% -$32.8K 0.03% 507
2016
Q1 		$681K Sell
12,568
-18,939
-60% -$1.01M 0.03% 540
2015
Q4 		$1.8M Buy
31,507
+4,561
+17% +$267K 0.03% 527
2015
Q3 		$1.52M Sell
26,946
-3,933
-13% -$233K 0.03% 497
2015
Q2 		$1.8M Sell
30,879
-1,541
-5% -$87.9K 0.03% 534
2015
Q1 		$1.78M Sell
32,420
-40
-0.1% -$2.13K 0.03% 541
2014
Q4 		$1.76M Buy
32,460
+4,519
+16% +$240K 0.03% 532
2014
Q3 		$1.46M Sell
27,941
-5,671
-17% -$306K 0.03% 530
2014
Q2 		$1.82M Sell
33,612
-2,178
-6% -$117K 0.04% 512
2014
Q1 		$1.87M Sell
35,790
-19,703
-36% -$1.01M 0.04% 499
2013
Q4 		$2.89M Sell
55,493
-1,747
-3% -$87.1K 0.04% 499
2013
Q3 		$2.76M Sell
57,240
-8,883
-13% -$418K 0.04% 506
2013
Q2 		$2.87M Buy
+66,123
New +$2.77M 0.04% 507

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IBM Retirement Fund's GL Position: Q4 2021 in Review

IBM Retirement Fund sold out of Globe Life (GL) in Q4 2021, closing a stake of 2,825 shares — an estimated $252K sold.

IBM Retirement Fund first reported a position in GL in Q2 2013 and held it in 21 quarters. The position peaked at $2.89M in Q4 2013. 463 funds tracked by Wall St. Rank hold GL as of Q4 2021.

  • IBM Retirement Fund reported no remaining Globe Life position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 2,825 Globe Life shares in Q4 2021, an estimated $252K.
  • IBM Retirement Fund first reported a position in Globe Life in Q2 2013 and held it in 21 quarters.
  • IBM Retirement Fund's Globe Life position peaked at $2.89M in Q4 2013.
  • 463 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.