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Stonebridge Capital Advisors’s Globe Life GL Stock Holding History

Stonebridge Capital Advisors’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
Q4 		– Sell
-190
Closed -$20.7K – 452
2023
Q3 		$20.7K Hold
190
– – ﹤0.01% 498
2023
Q2 		$20.8K Hold
190
– – ﹤0.01% 512
2023
Q1 		$20.9K Hold
190
– – ﹤0.01% 510
2022
Q4 		$22.9K Buy
+190
New +$21.7K ﹤0.01% 475

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stonebridge Capital Advisors's GL Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Globe Life (GL) in Q4 2023, closing a stake of 190 shares — an estimated $20.7K sold.

Stonebridge Capital Advisors first reported a position in GL in Q4 2022 and held it in 4 quarters. The position peaked at $22.9K in Q4 2022. 587 funds tracked by Wall St. Rank hold GL as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Globe Life position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 190 Globe Life shares in Q4 2023, an estimated $20.7K.
  • Stonebridge Capital Advisors first reported a position in Globe Life in Q4 2022 and held it in 4 quarters.
  • Stonebridge Capital Advisors's Globe Life position peaked at $22.9K in Q4 2022.
  • 587 funds tracked by Wall St. Rank held Globe Life as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.