Naples Money Management’s Globe Life GL Stock Holding History

Naples Money 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
2024 Q2	–	Sell	-33	Closed	-$3.84K	–	411
2024 Q1	$3.84K	Hold	33	–	–	﹤0.01%	256
2023 Q4	$4.02K	Buy	+33	New	+$3.88K	﹤0.01%	269

Other funds holding GL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Naples Money Management's GL Position: Q2 2024 in Review

Naples Money Management sold out of Globe Life (GL) in Q2 2024, closing a stake of 33 shares — an estimated $3.84K sold.

Naples Money Management first reported a position in GL in Q4 2023 and held it in 2 quarters. The position peaked at $4.02K in Q4 2023. 503 funds tracked by Wall St. Rank hold GL as of Q2 2024.

Naples Money Management reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
Naples Money Management sold 33 Globe Life shares in Q2 2024, an estimated $3.84K.
Naples Money Management first reported a position in Globe Life in Q4 2023 and held it in 2 quarters.
Naples Money Management's Globe Life position peaked at $4.02K in Q4 2023.
503 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.