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Narus Financial Partners’s Globe Life GL Stock Holding History

Narus Financial Partners’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
-1,836
Closed -$214K – 147
2024
Q1 		$214K Sell
1,836
-343
-16% -$42K 0.09% 133
2023
Q4 		$265K Buy
2,179
+46
+2% +$5.41K 0.13% 112
2023
Q3 		$232K Buy
2,133
+167
+8% +$18.6K 0.12% 111
2023
Q2 		$216K Buy
+1,966
New +$211K 0.11% 110
2019
Q4 		$236K Sell
2,244
-210
-9% -$20.9K 0.17% 69
2019
Q3 		$235K Buy
+2,454
New +$223K 0.17% 62

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Narus Financial Partners's GL Position: Q2 2024 in Review

Narus Financial Partners sold out of Globe Life (GL) in Q2 2024, closing a stake of 1,836 shares — an estimated $214K sold.

Narus Financial Partners first reported a position in GL in Q3 2019 and held it in 6 quarters. The position peaked at $265K in Q4 2023. 503 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • Narus Financial Partners reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • Narus Financial Partners sold 1,836 Globe Life shares in Q2 2024, an estimated $214K.
  • Narus Financial Partners first reported a position in Globe Life in Q3 2019 and held it in 6 quarters.
  • Narus Financial Partners's Globe Life position peaked at $265K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Narus Financial Partners's 13F filing for Q2 2024, filed 17 Jul 2024.