Sierra Ocean’s Globe Life GL Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-21	Closed	-$2.62K	–	406
2025 Q2	$2.62K	Hold	21	–	–	﹤0.01%	706
2025 Q1	$2.77K	Hold	21	–	–	﹤0.01%	711
2024 Q4	$2.35K	Buy	+21	New	+$2.27K	﹤0.01%	741

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sierra Ocean's GL Position: Q3 2025 in Review

Sierra Ocean sold out of Globe Life (GL) in Q3 2025, closing a stake of 21 shares — an estimated $2.62K sold.

Sierra Ocean first reported a position in GL in Q4 2024 and held it in 3 quarters. The position peaked at $2.77K in Q1 2025. 673 funds tracked by Wall St. Rank hold GL as of Q3 2025.

Sierra Ocean reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 21 Globe Life shares in Q3 2025, an estimated $2.62K.
Sierra Ocean first reported a position in Globe Life in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Globe Life position peaked at $2.77K in Q1 2025.
673 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.