Operose Advisors’s Globe Life GL Stock Holding History

Operose Advisors’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 Q1	–	Sell	-180	Closed	-$21.9K	–	659
2023 Q4	$21.9K	Buy	+180	New	+$21.2K	0.01%	350

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 $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Operose Advisors's GL Position: Q1 2024 in Review

Operose Advisors sold out of Globe Life (GL) in Q1 2024, closing a stake of 180 shares — an estimated $21.9K sold.

Operose Advisors first reported a position in GL in Q4 2023 and held it in 1 quarter. The position peaked at $21.9K in Q4 2023. 598 funds tracked by Wall St. Rank hold GL as of Q1 2024.

Operose Advisors reported no remaining Globe Life position as of Q1 2024 after selling out during the quarter.
Operose Advisors sold 180 Globe Life shares in Q1 2024, an estimated $21.9K.
Operose Advisors first reported a position in Globe Life in Q4 2023 and held it in 1 quarter.
Operose Advisors's Globe Life position peaked at $21.9K in Q4 2023.
598 funds tracked by Wall St. Rank held Globe Life as of Q1 2024.

Based on Operose Advisors's 13F filing for Q1 2024, filed 13 May 2024.