Tectonic Advisors’s Globe Life GL Stock Holding History

Tectonic 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
2024 Q2	–	Sell	-3,296	Closed	-$384K	–	305
2024 Q1	$384K	Buy	3,296 +336	+11%	+$41.1K	0.03%	247
2023 Q4	$360K	Buy	2,960 +150	+5%	+$17.6K	0.03%	235
2023 Q3	$306K	Buy	+2,810	New	+$314K	0.03%	235

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tectonic Advisors's GL Position: Q2 2024 in Review

Tectonic Advisors sold out of Globe Life (GL) in Q2 2024, closing a stake of 3,296 shares — an estimated $384K sold.

Tectonic Advisors first reported a position in GL in Q3 2023 and held it in 3 quarters. The position peaked at $384K in Q1 2024. 502 funds tracked by Wall St. Rank hold GL as of Q2 2024.

Tectonic Advisors reported no remaining Globe Life position as of Q2 2024 after selling out during the quarter.
Tectonic Advisors sold 3,296 Globe Life shares in Q2 2024, an estimated $384K.
Tectonic Advisors first reported a position in Globe Life in Q3 2023 and held it in 3 quarters.
Tectonic Advisors's Globe Life position peaked at $384K in Q1 2024.
502 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Tectonic Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.