Mendota Financial Group’s Globe Life GL Stock Holding History

Mendota Financial Group’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	-290	Closed	-$29.2K	–	334
2023 Q1	$29.2K	Buy	+290	New	+$34K	0.03%	169

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Mendota Financial Group's GL Position: Q2 2023 in Review

Mendota Financial Group sold out of Globe Life (GL) in Q2 2023, closing a stake of 290 shares — an estimated $29.2K sold.

Mendota Financial Group first reported a position in GL in Q1 2023 and held it in 1 quarter. The position peaked at $29.2K in Q1 2023. 541 funds tracked by Wall St. Rank hold GL as of Q2 2023.

Mendota Financial Group reported no remaining Globe Life position as of Q2 2023 after selling out during the quarter.
Mendota Financial Group sold 290 Globe Life shares in Q2 2023, an estimated $29.2K.
Mendota Financial Group first reported a position in Globe Life in Q1 2023 and held it in 1 quarter.
Mendota Financial Group's Globe Life position peaked at $29.2K in Q1 2023.
541 funds tracked by Wall St. Rank held Globe Life as of Q2 2023.

Based on Mendota Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.