Mount Lucas Management’s Globe Life GL Stock Holding History

Mount Lucas Management’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
2026 Q1	$1.68M	Buy	12,054 +6,295	+109%	+$889K	0.62%	45
2025 Q4	$805K	Buy	5,759 +53	+0.9%	+$7.18K	0.36%	120
2025 Q3	$816K	Sell	5,706 -152	-3%	-$20.6K	0.37%	99
2025 Q2	$728K	Buy	+5,858	New	+$711K	0.35%	109
2023 Q4	–	Sell	-23,677	Closed	-$2.57M	–	164
2023 Q3	$2.57M	Sell	23,677 -344	-1%	-$38.4K	0.98%	33
2023 Q2	$2.63M	Sell	24,021 -3,465	-13%	-$372K	0.95%	39
2023 Q1	$3.02M	Buy	27,486 +1,246	+5%	+$146K	1.03%	35
2022 Q4	$3.16M	Buy	+26,240	New	+$3M	1.04%	25
2018 Q1	–	Sell	-28,377	Closed	-$2.57M	–	96
2017 Q4	$2.57M	Sell	28,377 -1,489	-5%	-$128K	0.44%	77
2017 Q3	$2.39M	Sell	29,866 -2,094	-7%	-$163K	0.43%	86
2017 Q2	$2.44M	Buy	31,960 +135	+0.4%	+$10.3K	0.46%	66
2017 Q1	$2.45M	Buy	+31,825	New	+$2.42M	0.49%	55
2014 Q3	–	Sell	-63,126	Closed	-$3.45M	–	100
2014 Q2	$3.45M	Sell	63,126 -9,047	-13%	-$484K	0.65%	45
2014 Q1	$3.79M	Sell	72,173 -1,282	-2%	-$65.8K	0.79%	39
2013 Q4	$3.83M	Sell	73,455 -2,159	-3%	-$108K	0.84%	24
2013 Q3	$3.65M	Buy	+75,614	New	+$3.55M	0.8%	30

Other funds holding GL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return