Lloyd Advisory Services’s Globe Life GL Stock Holding History

Lloyd Advisory 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 Q2	–	Sell	-892	Closed	-$90K	–	257
2022 Q1	$90K	Buy	+892	New	+$90.4K	0.04%	171

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Lloyd Advisory Services's GL Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Globe Life (GL) in Q2 2022, closing a stake of 892 shares — an estimated $90K sold.

Lloyd Advisory Services first reported a position in GL in Q1 2022 and held it in 1 quarter. The position peaked at $90K in Q1 2022. 461 funds tracked by Wall St. Rank hold GL as of Q2 2022.

Lloyd Advisory Services reported no remaining Globe Life position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 892 Globe Life shares in Q2 2022, an estimated $90K.
Lloyd Advisory Services first reported a position in Globe Life in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Globe Life position peaked at $90K in Q1 2022.
461 funds tracked by Wall St. Rank held Globe Life as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.