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LGT Financial Advisors’s Globe Life GL Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-1,554
Closed -$181K – 810
2024
Q1 		$181K Sell
1,554
-69
-4% -$8.44K 0.21% 111
2023
Q4 		$198K Buy
1,623
+33
+2% +$3.88K 0.24% 90
2023
Q3 		$173K Buy
+1,590
New +$178K 0.22% 97
2023
Q1 		– Sell
-1,796
Closed -$217K – 123
2022
Q4 		$217K Buy
+1,796
New +$205K 0.25% 93

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LGT Financial Advisors's GL Position: Q2 2024 in Review

LGT Financial Advisors sold out of Globe Life (GL) in Q2 2024, closing a stake of 1,554 shares — an estimated $181K sold.

LGT Financial Advisors first reported a position in GL in Q4 2022 and held it in 4 quarters. The position peaked at $217K in Q4 2022. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • LGT Financial Advisors reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,554 Globe Life shares in Q2 2024, an estimated $181K.
  • LGT Financial Advisors first reported a position in Globe Life in Q4 2022 and held it in 4 quarters.
  • LGT Financial Advisors's Globe Life position peaked at $217K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.