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Sargent Bickham Lagudis’s Globe Life GL Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$60.6K Buy
503
+1
+0.2% +$114 0.01% 406
2022
Q3 		$50K Sell
502
-44
-8% -$4.41K ﹤0.01% 410
2022
Q2 		$53K Buy
546
+46
+9% +$4.51K ﹤0.01% 409
2022
Q1 		$50K Buy
500
+1
+0.2% +$101 ﹤0.01% 453
2021
Q4 		$47K Buy
499
+2
+0.4% +$185 ﹤0.01% 464
2021
Q3 		$44K Buy
497
+1
+0.2% +$93 ﹤0.01% 467
2021
Q2 		$47K Buy
496
+1
+0.2% +$102 ﹤0.01% 463
2021
Q1 		$48K Buy
495
+1
+0.2% +$96 ﹤0.01% 444
2020
Q4 		$47K Buy
494
+1
+0.2% +$89 ﹤0.01% 435
2020
Q3 		$39K Buy
493
+1
+0.2% +$80 ﹤0.01% 422
2020
Q2 		$37K Buy
492
+1
+0.2% +$76 ﹤0.01% 397
2020
Q1 		$35K Sell
491
-304
-38% -$28.7K ﹤0.01% 384
2019
Q4 		$84K Buy
795
+2
+0.3% +$199 0.01% 300
2019
Q3 		$76K Buy
793
+1
+0.1% +$91 0.01% 285
2019
Q2 		$71K Buy
+792
New +$69.1K 0.01% 320

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sargent Bickham Lagudis's GL Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Globe Life (GL) stake by 0.2% in Q4 2022, buying an estimated $114 and bringing the position to 503 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #406.

Sargent Bickham Lagudis first reported a position in GL in Q2 2019 and has held it in 15 quarters since. The position peaked at $84K in Q4 2019. 523 funds tracked by Wall St. Rank hold GL as of Q4 2022.

  • Sargent Bickham Lagudis held 503 shares of Globe Life worth $60.6K as of Q4 2022.
  • Sargent Bickham Lagudis bought 1 Globe Life share in Q4 2022, an estimated $114.
  • Globe Life made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #406 holding.
  • Sargent Bickham Lagudis first reported a position in Globe Life in Q2 2019 and has held it in 15 quarters since.
  • Sargent Bickham Lagudis's Globe Life position peaked at $84K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held Globe Life as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.