Next Financial Group’s Globe Life GL Stock Holding History

Next Financial Group’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 Q4	$2K	Sell	20 -15	-43%	-$1.39K	﹤0.01%	2607
2021 Q3	$3K	Buy	35 +15	+75%	+$1.4K	﹤0.01%	2373
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	2407
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	2300
2020 Q4	$2K	Buy	+20	New	+$1.78K	﹤0.01%	2181
2017 Q2	–	Sell	-48	Closed	-$4K	–	1929
2017 Q1	$4K	Sell	48 -220	-82%	-$16.7K	﹤0.01%	1560
2016 Q4	$20K	Hold	268	–	–	﹤0.01%	1365
2016 Q3	$17K	Buy	268 +220	+458%	+$13.8K	﹤0.01%	1430
2016 Q2	$2K	Hold	48	–	–	﹤0.01%	1582
2016 Q1	$2K	Buy	+48	New	+$2.56K	﹤0.01%	1536
2014 Q4	–	Sell	-220	Closed	-$12K	–	2060
2014 Q3	$12K	Buy	+220	New	+$11.9K	﹤0.01%	1668

Other funds holding GL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

RFC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's GL Position: Q4 2021 in Review

Next Financial Group reduced its Globe Life (GL) stake by 43% in Q4 2021, selling an estimated $1.39K and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Next Financial Group first reported a position in GL in Q3 2014 and has held it in 11 quarters since. The position peaked at $20K in Q4 2016. 462 funds tracked by Wall St. Rank hold GL as of Q4 2021.

Next Financial Group held 20 shares of Globe Life worth $2K as of Q4 2021.
Next Financial Group sold 15 Globe Life shares in Q4 2021, an estimated $1.39K.
Globe Life made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2607 holding.
Next Financial Group first reported a position in Globe Life in Q3 2014 and has held it in 11 quarters since.
Next Financial Group's Globe Life position peaked at $20K in Q4 2016.
462 funds tracked by Wall St. Rank held Globe Life as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.