The Family Firm’s Globe Life GL Stock Holding History

The Family Firm’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 Q3	–	Sell	-652	Closed	-$53.6K	–	454
2024 Q2	$53.6K	Buy	+652	New	+$54K	0.01%	386

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

The Family Firm's GL Position: Q3 2024 in Review

The Family Firm sold out of Globe Life (GL) in Q3 2024, closing a stake of 652 shares — an estimated $53.6K sold.

The Family Firm first reported a position in GL in Q2 2024 and held it in 1 quarter. The position peaked at $53.6K in Q2 2024. 525 funds tracked by Wall St. Rank hold GL as of Q3 2024.

The Family Firm reported no remaining Globe Life position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 652 Globe Life shares in Q3 2024, an estimated $53.6K.
The Family Firm first reported a position in Globe Life in Q2 2024 and held it in 1 quarter.
The Family Firm's Globe Life position peaked at $53.6K in Q2 2024.
525 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.