TCWP’s Globe Life GL Stock Holding History

TCWP’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	-41,920	Closed	-$5.05M	–	259
2022 Q4	$5.05M	Buy	+41,920	New	+$4.79M	1.03%	25
2022 Q2	–	Sell	-3	Closed	–	–	843
2022 Q1	$0	Buy	+3	New	+$304	﹤0.01%	1795

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

TCWP's GL Position: Q1 2023 in Review

TCWP sold out of Globe Life (GL) in Q1 2023, closing a stake of 41,920 shares — an estimated $5.05M sold.

TCWP first reported a position in GL in Q1 2022 and held it in 2 quarters. The position peaked at $5.05M in Q4 2022. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

TCWP reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
TCWP sold 41,920 Globe Life shares in Q1 2023, an estimated $5.05M.
TCWP first reported a position in Globe Life in Q1 2022 and held it in 2 quarters.
TCWP's Globe Life position peaked at $5.05M in Q4 2022.
521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.