Lee, Danner & Bass’s Globe Life GL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-625	Closed	-$69.7K	–	410
2024 Q4	$69.7K	Buy	+625	New	+$67.4K	0.01%	316

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lee, Danner & Bass's GL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Globe Life (GL) in Q1 2025, closing a stake of 625 shares — an estimated $69.7K sold.

Lee, Danner & Bass first reported a position in GL in Q4 2024 and held it in 1 quarter. The position peaked at $69.7K in Q4 2024. 608 funds tracked by Wall St. Rank hold GL as of Q1 2025.

Lee, Danner & Bass reported no remaining Globe Life position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 625 Globe Life shares in Q1 2025, an estimated $69.7K.
Lee, Danner & Bass first reported a position in Globe Life in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Globe Life position peaked at $69.7K in Q4 2024.
608 funds tracked by Wall St. Rank held Globe Life as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.