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Optimal Asset Management’s Globe Life GL Stock Holding History

Optimal Asset 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
2021
Q3 		$1.37M Buy
15,377
+54
+0.4% +$5.05K 0.17% 194
2021
Q2 		$1.46M Hold
15,323
– – 0.17% 196
2021
Q1 		$1.48M Buy
+15,323
New +$1.47M 0.19% 182
2020
Q4 		– Sell
-17,423
Closed -$1.39M – 398
2020
Q3 		$1.39M Buy
17,423
+4,270
+32% +$341K 0.2% 166
2020
Q2 		$976K Sell
13,153
-3,459
-21% -$262K 0.16% 215
2020
Q1 		$1.2K Buy
+16,612
New +$1.57M 0.11% 264

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimal Asset Management's GL Position: Q3 2021 in Review

Optimal Asset Management increased its Globe Life (GL) stake by 0.35% in Q3 2021, buying an estimated $5.05K and bringing the position to 15,377 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #194.

Optimal Asset Management first reported a position in GL in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2021. 460 funds tracked by Wall St. Rank hold GL as of Q3 2021.

  • Optimal Asset Management held 15,377 shares of Globe Life worth $1.37M as of Q3 2021.
  • Optimal Asset Management bought 54 Globe Life shares in Q3 2021, an estimated $5.05K.
  • Globe Life made up 0.17% of Optimal Asset Management's portfolio in Q3 2021, its #194 holding.
  • Optimal Asset Management first reported a position in Globe Life in Q1 2020 and has held it in 6 quarters since.
  • Optimal Asset Management's Globe Life position peaked at $1.48M in Q1 2021.
  • 460 funds tracked by Wall St. Rank held Globe Life as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.