Loring Wolcott & Coolidge Fiduciary Advisors’s Globe Life GL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q3	–	Sell	-44	Closed	-$4.82K	–	628
2023 Q2	$4.82K	Buy	+44	New	+$4.73K	﹤0.01%	578
2021 Q4	–	Sell	-750	Closed	-$67K	–	739
2021 Q3	$67K	Hold	750	–	–	﹤0.01%	433
2021 Q2	$71K	Buy	+750	New	+$76.8K	﹤0.01%	440
2021 Q1	–	Sell	-750	Closed	-$71K	–	465
2020 Q4	$71K	Hold	750	–	–	﹤0.01%	391
2020 Q3	$60K	Hold	750	–	–	﹤0.01%	377
2020 Q2	$56K	Hold	750	–	–	﹤0.01%	368
2020 Q1	$54K	Hold	750	–	–	﹤0.01%	366
2019 Q4	$79K	Hold	750	–	–	﹤0.01%	377
2019 Q3	$72K	Sell	750 -45	-6%	-$4.08K	﹤0.01%	374
2019 Q2	$71K	Hold	795	–	–	﹤0.01%	368
2019 Q1	$65K	Buy	795 +45	+6%	+$3.68K	﹤0.01%	372
2018 Q4	$56K	Hold	750	–	–	﹤0.01%	394
2018 Q3	$65K	Hold	750	–	–	﹤0.01%	402
2018 Q2	$61K	Hold	750	–	–	﹤0.01%	407
2018 Q1	$63K	Hold	750	–	–	﹤0.01%	418
2017 Q4	$68K	Hold	750	–	–	﹤0.01%	404
2017 Q3	$60K	Hold	750	–	–	﹤0.01%	408
2017 Q2	$59K	Hold	750	–	–	﹤0.01%	404
2017 Q1	$58K	Hold	750	–	–	﹤0.01%	397
2016 Q4	$55K	Hold	750	–	–	﹤0.01%	384
2016 Q3	$48K	Hold	750	–	–	﹤0.01%	396
2016 Q2	$46K	Hold	750	–	–	﹤0.01%	403
2016 Q1	$41K	Hold	750	–	–	﹤0.01%	419
2015 Q4	$43K	Buy	+750	New	+$43.9K	﹤0.01%	441

Other funds holding GL

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $8.65B AUM 9.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GL Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Globe Life (GL) in Q3 2023, closing a stake of 44 shares — an estimated $4.82K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GL in Q4 2015 and held it in 24 quarters. The position peaked at $79K in Q4 2019. 543 funds tracked by Wall St. Rank hold GL as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Globe Life position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 44 Globe Life shares in Q3 2023, an estimated $4.82K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Globe Life in Q4 2015 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Globe Life position peaked at $79K in Q4 2019.
543 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.