SFG
GL icon

Steward Financial Group’s Globe Life GL Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+15
New +$1.68K ﹤0.01% 1402
2023
Q2 		– Sell
-68
Closed -$7K – 681
2023
Q1 		$7K Buy
+68
New +$7.98K ﹤0.01% 243
2022
Q3 		– Sell
-25
Closed -$2K – 571
2022
Q2 		$2K Buy
+25
New +$2.45K ﹤0.01% 557

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's GL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Globe Life (GL) in Q3 2023: 15 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GL as recently as Q1 2023.

Steward Financial Group first reported a position in GL in Q2 2022 and has held it in 3 quarters since. The position peaked at $7K in Q1 2023. 542 funds tracked by Wall St. Rank hold GL as of Q3 2023.

  • Steward Financial Group held 15 shares of Globe Life worth $0 as of Q3 2023.
  • Globe Life was a new Steward Financial Group position in Q3 2023.
  • Globe Life made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1402 holding.
  • Steward Financial Group first reported a position in Globe Life in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Globe Life position peaked at $7K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.