SJS Investment Consulting’s Globe Life GL Stock Holding History

SJS Investment Consulting’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
2026 Q1	$6.96K	Buy	50 +38	+317%	+$5.37K	﹤0.01%	947
2025 Q4	$1.68K	Hold	12	–	–	﹤0.01%	1171
2025 Q3	$1.72K	Hold	12	–	–	﹤0.01%	861
2025 Q2	$1.49K	Sell	12 -7	-37%	-$850	﹤0.01%	666
2025 Q1	$2.5K	Buy	19 +1	+6%	+$122	﹤0.01%	635
2024 Q4	$2.01K	Sell	18 -2	-10%	-$216	﹤0.01%	701
2024 Q3	$2.12K	Buy	20 +8	+67%	+$767	﹤0.01%	761
2024 Q2	$988	Sell	12 -17	-59%	-$1.41K	﹤0.01%	1031
2024 Q1	$3.38K	Sell	29 -2	-6%	-$245	﹤0.01%	556
2023 Q4	$3.77K	Buy	31 +3	+11%	+$353	﹤0.01%	454
2023 Q3	$3.05K	Buy	28 +7	+33%	+$782	﹤0.01%	477
2023 Q2	$2.3K	Sell	21 -9	-30%	-$967	﹤0.01%	552
2023 Q1	$3.3K	Buy	30 +3	+11%	+$352	﹤0.01%	460
2022 Q4	$3.25K	Buy	27 +6	+29%	+$686	﹤0.01%	451
2022 Q3	$2K	Buy	+21	New	+$2.11K	﹤0.01%	466
2022 Q1	$0	Buy	+4	New	+$406	﹤0.01%	943

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return