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Sonora Investment Management’s Globe Life GL Stock Holding History

Sonora Investment Management’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
2021
Q3 		$2K Buy
+20
New +$1.87K ﹤0.01% 986
2018
Q3 		– Sell
-60
Closed -$5K – 1230
2018
Q2 		$5K Buy
+60
New +$5.09K ﹤0.01% 954

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sonora Investment Management's GL Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Globe Life (GL) in Q3 2021: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in GL as recently as Q2 2018.

Sonora Investment Management first reported a position in GL in Q2 2018 and has held it in 2 quarters since. The position peaked at $5K in Q2 2018. 460 funds tracked by Wall St. Rank hold GL as of Q3 2021.

  • Sonora Investment Management held 20 shares of Globe Life worth $2K as of Q3 2021.
  • Globe Life was a new Sonora Investment Management position in Q3 2021.
  • Globe Life made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #986 holding.
  • Sonora Investment Management first reported a position in Globe Life in Q2 2018 and has held it in 2 quarters since.
  • Sonora Investment Management's Globe Life position peaked at $5K in Q2 2018.
  • 460 funds tracked by Wall St. Rank held Globe Life as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.