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Industrial Alliance Investment Management’s Globe Life GL Stock Holding History

Industrial Alliance Investment Management’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
2023
Q2 		– Sell
-4,535
Closed -$499K – 299
2023
Q1 		$499K Sell
4,535
-1,401
-24% -$164K 0.01% 360
2022
Q4 		$716K Hold
5,936
– – 0.02% 271
2022
Q3 		$592K Hold
5,936
– – 0.02% 278
2022
Q2 		$579K Buy
5,936
+3,336
+128% +$327K 0.02% 285
2022
Q1 		$262K Buy
+2,600
New +$264K 0.01% 380

Other funds holding GL

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's GL Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Globe Life (GL) in Q2 2023, closing a stake of 4,535 shares — an estimated $499K sold.

Industrial Alliance Investment Management first reported a position in GL in Q1 2022 and held it in 5 quarters. The position peaked at $716K in Q4 2022. 542 funds tracked by Wall St. Rank hold GL as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Globe Life position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 4,535 Globe Life shares in Q2 2023, an estimated $499K.
  • Industrial Alliance Investment Management first reported a position in Globe Life in Q1 2022 and held it in 5 quarters.
  • Industrial Alliance Investment Management's Globe Life position peaked at $716K in Q4 2022.
  • 542 funds tracked by Wall St. Rank held Globe Life as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.