RCA
GL icon

Rowland Carmichael Advisors’s Globe Life GL Stock Holding History

Rowland Carmichael 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
2020
Q4 		$334K Hold
3,520
– – 0.11% 205
2020
Q3 		$281K Hold
3,520
– – 0.11% 204
2020
Q2 		$261K Hold
3,520
– – 0.11% 211
2020
Q1 		$253K Hold
3,520
– – 0.13% 195
2019
Q4 		$370K Hold
3,520
– – 0.13% 190
2019
Q3 		$337K Hold
3,520
– – 0.12% 199
2019
Q2 		$315K Buy
+3,520
New +$307K 0.11% 197

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Rowland Carmichael Advisors's GL Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Globe Life (GL) position steady in Q4 2020 at 3,520 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #205.

Rowland Carmichael Advisors first reported a position in GL in Q2 2019 and has held it in 7 quarters since. The position peaked at $370K in Q4 2019. 492 funds tracked by Wall St. Rank hold GL as of Q4 2020.

  • Rowland Carmichael Advisors held 3,520 shares of Globe Life worth $334K as of Q4 2020.
  • Rowland Carmichael Advisors left its Globe Life share count unchanged in Q4 2020.
  • Globe Life made up 0.11% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #205 holding.
  • Rowland Carmichael Advisors first reported a position in Globe Life in Q2 2019 and has held it in 7 quarters since.
  • Rowland Carmichael Advisors's Globe Life position peaked at $370K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Globe Life as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.