Schroder Investment Management Group
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Schroder Investment Management Group’s Globe Life GL Stock Holding History

Schroder Investment Management Group’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
Q2 		– Sell
-101,099
Closed -$11.8M – 1229
2024
Q1 		$11.8M Buy
+101,099
New +$12.4M 0.01% 620
2023
Q1 		– Sell
-496,610
Closed -$59.9M – 1283
2022
Q4 		$59.9M Sell
496,610
-101,959
-17% -$11.7M 0.1% 216
2022
Q3 		$59.7M Buy
598,569
+80,595
+16% +$8.08M 0.1% 208
2022
Q2 		$50.7M Sell
517,974
-28,254
-5% -$2.77M 0.08% 250
2022
Q1 		$55.8M Sell
546,228
-45,021
-8% -$4.56M 0.07% 268
2021
Q4 		$55.4M Buy
591,249
+50,003
+9% +$4.62M 0.07% 266
2021
Q3 		$48.2M Sell
541,246
-182,582
-25% -$17.1M 0.07% 274
2021
Q2 		$68.9M Sell
723,828
-17,162
-2% -$1.76M 0.09% 233
2021
Q1 		$71.6M Buy
740,990
+62,254
+9% +$5.96M 0.09% 213
2020
Q4 		$64.5M Sell
678,736
-426,084
-39% -$37.9M 0.09% 215
2020
Q3 		$89.3M Sell
1,104,820
-655,937
-37% -$52.4M 0.14% 132
2020
Q2 		$131M Buy
1,760,757
+264,582
+18% +$20.1M 0.24% 87
2020
Q1 		$108M Buy
1,496,175
+505,132
+51% +$47.6M 0.23% 89
2019
Q4 		$104M Sell
991,043
-2,930
-0.3% -$292K 0.17% 122
2019
Q3 		$95.2M Buy
993,973
+258,793
+35% +$23.5M 0.17% 129
2019
Q2 		$65.8M Buy
735,180
+1,085
+0.1% +$94.7K 0.12% 200
2019
Q1 		$60.2M Buy
734,095
+34,335
+5% +$2.81M 0.11% 213
2018
Q4 		$52.2K Sell
699,760
-143,972
-17% -$12M 0.09% 233
2018
Q3 		$73.1M Sell
843,732
-6,236
-0.7% -$539K 0.13% 206
2018
Q2 		$69M Buy
849,968
+129,185
+18% +$11M 0.12% 211
2018
Q1 		$60.7M Buy
720,783
+18,351
+3% +$1.6M 0.11% 250
2017
Q4 		$63.7M Buy
702,432
+19,274
+3% +$1.65M 0.1% 251
2017
Q3 		$54.5M Sell
683,158
-27,746
-4% -$2.16M 0.09% 265
2017
Q2 		$54.3M Buy
710,904
+26,789
+4% +$2.04M 0.1% 266
2017
Q1 		$52.8M Buy
684,115
+99,952
+17% +$7.59M 0.09% 269
2016
Q4 		$43.1M Sell
584,163
-498,042
-46% -$34.1M 0.08% 303
2016
Q3 		$69.1M Sell
1,082,205
-21,444
-2% -$1.35M 0.13% 193
2016
Q2 		$68.2M Sell
1,103,649
-101,800
-8% -$5.95M 0.14% 181
2016
Q1 		$66.1M Buy
1,205,449
+16,724
+1% +$891K 0.14% 185
2015
Q4 		$67.9M Sell
1,188,725
-250,409
-17% -$14.7M 0.14% 178
2015
Q3 		$81.2M Buy
1,439,134
+83,896
+6% +$4.98M 0.17% 152
2015
Q2 		$78.4M Buy
1,355,238
+551,989
+69% +$31.5M 0.15% 177
2015
Q1 		$43.9M Sell
803,249
-139,706
-15% -$7.43M 0.09% 287
2014
Q4 		$51.1M Buy
942,955
+45,001
+5% +$2.39M 0.1% 253
2014
Q3 		$47M Sell
897,954
-61,569
-6% -$3.32M 0.06% 290
2014
Q2 		$52.4M Buy
959,523
+169,668
+21% +$9.08M 0.07% 264
2014
Q1 		$41.4M Sell
789,855
-78,795
-9% -$4.05M 0.05% 307
2013
Q4 		$45.3M Buy
868,650
+48,300
+6% +$2.41M 0.06% 275
2013
Q3 		$39.6M Buy
820,350
+40,800
+5% +$1.92M 0.1% 262
2013
Q2 		$33.9M Buy
+779,550
New +$32.6M 0.09% 267

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schroder Investment Management Group's GL Position: Q2 2024 in Review

Schroder Investment Management Group sold out of Globe Life (GL) in Q2 2024, closing a stake of 101,099 shares — an estimated $11.8M sold.

Schroder Investment Management Group first reported a position in GL in Q2 2013 and held it in 40 quarters. The position peaked at $131M in Q2 2020. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • Schroder Investment Management Group reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 101,099 Globe Life shares in Q2 2024, an estimated $11.8M.
  • Schroder Investment Management Group first reported a position in Globe Life in Q2 2013 and held it in 40 quarters.
  • Schroder Investment Management Group's Globe Life position peaked at $131M in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Schroder Investment Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.