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Tiedemann Advisors’s Globe Life GL Stock Holding History

Tiedemann 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
Q3 		$440K Sell
4,050
-8
-0.2% -$893 0.02% 177
2023
Q2 		$445K Buy
4,058
+8
+0.2% +$860 0.02% 167
2023
Q1 		$446K Hold
4,050
– – 0.02% 160
2022
Q4 		$488K Hold
4,050
– – 0.02% 156
2022
Q3 		$404K Hold
4,050
– – 0.02% 159
2022
Q2 		$395K Hold
4,050
– – 0.03% 167
2022
Q1 		$407K Hold
4,050
– – 0.02% 206
2021
Q4 		$380K Hold
4,050
– – 0.02% 221
2021
Q3 		$361K Sell
4,050
-15
-0.4% -$1.4K 0.02% 226
2021
Q2 		$387K Sell
4,065
-1
-0% -$102 0.02% 259
2021
Q1 		$392K Buy
4,066
+1
+0% +$96 0.02% 237
2020
Q4 		$386K Hold
4,065
– – 0.02% 231
2020
Q3 		$325K Sell
4,065
-3
-0.1% -$239 0.02% 253
2020
Q2 		$302K Hold
4,068
– – 0.02% 247
2020
Q1 		$293K Sell
4,068
-100
-2% -$9.43K 0.02% 241
2019
Q4 		$434K Buy
4,168
+100
+2% +$9.97K 0.02% 218
2019
Q3 		$390K Buy
4,068
+18
+0.4% +$1.63K 0.02% 236
2019
Q2 		$362K Sell
4,050
-1,200
-23% -$105K 0.02% 230
2019
Q1 		$430K Sell
5,250
-60
-1% -$4.91K 0.02% 318
2018
Q4 		$395K Buy
5,310
+1,260
+31% +$105K 0.02% 318
2018
Q3 		$351K Sell
4,050
-243
-6% -$21K 0.02% 245
2018
Q2 		$349K Sell
4,293
-231
-5% -$19.6K 0.02% 244
2018
Q1 		$381K Buy
4,524
+473
+12% +$41.4K 0.03% 218
2017
Q4 		$367K Sell
4,051
-10,514
-72% -$902K 0.03% 175
2017
Q3 		$931K Buy
+14,565
New +$1.14M 0.08% 154
2017
Q1 		– Sell
-13,966
Closed -$1.03M – 403
2016
Q4 		$1.03M Buy
+13,966
New +$957K 0.1% 146

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiedemann Advisors's GL Position: Q3 2023 in Review

Tiedemann Advisors reduced its Globe Life (GL) stake by 0.2% in Q3 2023, selling an estimated $893 and leaving 4,050 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #177.

Tiedemann Advisors first reported a position in GL in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2016. 542 funds tracked by Wall St. Rank hold GL as of Q3 2023.

  • Tiedemann Advisors held 4,050 shares of Globe Life worth $440K as of Q3 2023.
  • Tiedemann Advisors sold 8 Globe Life shares in Q3 2023, an estimated $893.
  • Globe Life made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #177 holding.
  • Tiedemann Advisors first reported a position in Globe Life in Q4 2016 and has held it in 26 quarters since.
  • Tiedemann Advisors's Globe Life position peaked at $1.03M in Q4 2016.
  • 542 funds tracked by Wall St. Rank held Globe Life as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.