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Okabena Investment Services’s Globe Life GL Stock Holding History

Okabena Investment Services’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
2023
Q2 		– Sell
-104
Closed -$11.8K – 186
2023
Q1 		$11.8K Sell
104
-13,919
-99% -$1.63M 0.01% 92
2022
Q4 		$1.69M Sell
14,023
-3,437
-20% -$393K 1.12% 28
2022
Q3 		$1.74M Buy
+17,460
New +$1.75M 0.84% 39

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Okabena Investment Services's GL Position: Q2 2023 in Review

Okabena Investment Services sold out of Globe Life (GL) in Q2 2023, closing a stake of 104 shares — an estimated $11.8K sold.

Okabena Investment Services first reported a position in GL in Q3 2022 and held it in 3 quarters. The position peaked at $1.74M in Q3 2022. 541 funds tracked by Wall St. Rank hold GL as of Q2 2023.

  • Okabena Investment Services reported no remaining Globe Life position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 104 Globe Life shares in Q2 2023, an estimated $11.8K.
  • Okabena Investment Services first reported a position in Globe Life in Q3 2022 and held it in 3 quarters.
  • Okabena Investment Services's Globe Life position peaked at $1.74M in Q3 2022.
  • 541 funds tracked by Wall St. Rank held Globe Life as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.