Tarbox Family Office’s Globe Life GL Stock Holding History

Tarbox Family Office’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
2022 Q1	–	Sell	-59	Closed	-$6K	–	1096
2021 Q4	$6K	Hold	59	–	–	﹤0.01%	554
2021 Q3	$5K	Hold	59	–	–	﹤0.01%	630
2021 Q2	$6K	Hold	59	–	–	﹤0.01%	584
2021 Q1	$6K	Hold	59	–	–	﹤0.01%	507
2020 Q4	$6K	Hold	59	–	–	﹤0.01%	481
2020 Q3	$5K	Hold	59	–	–	﹤0.01%	477
2020 Q2	$4K	Buy	+59	New	+$4.48K	﹤0.01%	522
2020 Q1	–	Sell	-29	Closed	-$3K	–	1194
2019 Q4	$3K	Hold	29	–	–	﹤0.01%	662
2019 Q3	$3K	Hold	29	–	–	﹤0.01%	594
2019 Q2	$3K	Hold	29	–	–	﹤0.01%	601
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	503
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	484
2018 Q3	$3K	Hold	29	–	–	﹤0.01%	439
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	497
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	506
2017 Q4	$3K	Hold	29	–	–	﹤0.01%	440
2017 Q3	$2K	Buy	+29	New	+$2.26K	﹤0.01%	490

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's GL Position: Q1 2022 in Review

Tarbox Family Office sold out of Globe Life (GL) in Q1 2022, closing a stake of 59 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in GL in Q3 2017 and held it in 17 quarters. The position peaked at $6K in Q4 2021. 486 funds tracked by Wall St. Rank hold GL as of Q1 2022.

Tarbox Family Office reported no remaining Globe Life position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 59 Globe Life shares in Q1 2022, an estimated $6K.
Tarbox Family Office first reported a position in Globe Life in Q3 2017 and held it in 17 quarters.
Tarbox Family Office's Globe Life position peaked at $6K in Q4 2021.
486 funds tracked by Wall St. Rank held Globe Life as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.