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MPS Loria Financial Planners’s Globe Life GL Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-6
Closed – – 293
2021
Q1 		$0 Sell
6
-102
-94% -$9.77K ﹤0.01% 595
2020
Q4 		$10K Buy
+108
New +$9.62K ﹤0.01% 297
2017
Q3 		– Sell
-105
Closed -$8K – 183
2017
Q2 		$8K Buy
+105
New +$7.99K 0.01% 306

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

MPS Loria Financial Planners's GL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Globe Life (GL) in Q2 2021, closing a stake of 6 shares.

MPS Loria Financial Planners first reported a position in GL in Q2 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2020. 467 funds tracked by Wall St. Rank hold GL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Globe Life position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6 Globe Life shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Globe Life in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Globe Life position peaked at $10K in Q4 2020.
  • 467 funds tracked by Wall St. Rank held Globe Life as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.