Meristem Family Wealth’s Globe Life GL Stock Holding History

Meristem Family Wealth’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
2018 Q2	–	Sell	-5,343	Closed	-$450K	–	144
2018 Q1	$450K	Hold	5,343	–	–	0.16%	75
2017 Q4	$485K	Hold	5,343	–	–	0.18%	70
2017 Q3	$428K	Hold	5,343	–	–	0.17%	70
2017 Q2	$409K	Hold	5,343	–	–	0.17%	70
2017 Q1	$412K	Hold	5,343	–	–	0.16%	71
2016 Q4	$394K	Hold	5,343	–	–	0.16%	76
2016 Q3	$341K	Hold	5,343	–	–	0.14%	80
2016 Q2	$330K	Hold	5,343	–	–	0.15%	75
2016 Q1	$289K	Hold	5,343	–	–	0.13%	85
2015 Q4	$305K	Buy	+5,343	New	+$313K	0.12%	86
2015 Q3	–	Sell	-5,343	Closed	-$311K	–	78
2015 Q2	$311K	Hold	5,343	–	–	0.14%	79
2015 Q1	$293K	Hold	5,343	–	–	0.12%	88
2014 Q4	$289K	Hold	5,343	–	–	0.11%	85
2014 Q3	$280K	Hold	5,343	–	–	0.12%	84
2014 Q2	$292K	Hold	5,343	–	–	0.12%	81
2014 Q1	$280K	Hold	5,343	–	–	0.12%	85
2013 Q4	$278K	Hold	5,343	–	–	0.11%	93
2013 Q3	$258K	Hold	5,343	–	–	0.12%	90
2013 Q2	$232K	Buy	+5,343	New	+$223K	0.11%	93

Other funds holding GL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

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

Fidelity Investments

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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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