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Sowell Financial Services’s Globe Life GL Stock Holding History

Sowell Financial Services’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
2023
Q1 		– Sell
-10,068
Closed -$1.21M – 786
2022
Q4 		$1.21M Buy
+10,068
New +$1.15M 0.08% 286
2021
Q2 		– Sell
-7
Closed -$1K – 1392
2021
Q1 		$1K Buy
+7
New +$671 ﹤0.01% 2942
2020
Q3 		– Sell
-86
Closed -$6K – 2596
2020
Q2 		$6K Sell
86
-628
-88% -$47.7K ﹤0.01% 1837
2020
Q1 		$51K Sell
714
-423
-37% -$39.9K ﹤0.01% 1053
2019
Q4 		$120K Sell
1,137
-1,607
-59% -$160K 0.01% 855
2019
Q3 		$263K Buy
+2,744
New +$249K 0.02% 569

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's GL Position: Q1 2023 in Review

Sowell Financial Services sold out of Globe Life (GL) in Q1 2023, closing a stake of 10,068 shares — an estimated $1.21M sold.

Sowell Financial Services first reported a position in GL in Q3 2019 and held it in 6 quarters. The position peaked at $1.21M in Q4 2022. 523 funds tracked by Wall St. Rank hold GL as of Q1 2023.

  • Sowell Financial Services reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
  • Sowell Financial Services sold 10,068 Globe Life shares in Q1 2023, an estimated $1.21M.
  • Sowell Financial Services first reported a position in Globe Life in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Globe Life position peaked at $1.21M in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.