TrueWealth LLC’s Globe Life GL Stock Holding History

TrueWealth LLC’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
2020 Q2	$3K	Hold	43	–	–	﹤0.01%	605
2020 Q1	$3K	Hold	43	–	–	﹤0.01%	606
2019 Q4	$5K	Hold	43	–	–	﹤0.01%	561
2019 Q3	$4K	Hold	43	–	–	﹤0.01%	578
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	591
2019 Q1	$4K	Hold	43	–	–	﹤0.01%	599
2018 Q4	$3K	Hold	43	–	–	﹤0.01%	621
2018 Q3	$4K	Hold	43	–	–	﹤0.01%	649
2018 Q2	$4K	Hold	43	–	–	﹤0.01%	656
2018 Q1	$4K	Buy	+43	New	+$3.76K	﹤0.01%	616

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

TrueWealth LLC's GL Position: Q2 2020 in Review

TrueWealth LLC held its Globe Life (GL) position steady in Q2 2020 at 43 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

TrueWealth LLC first reported a position in GL in Q1 2018 and has held it in 10 quarters since. The position peaked at $5K in Q4 2019. 464 funds tracked by Wall St. Rank hold GL as of Q2 2020.

TrueWealth LLC held 43 shares of Globe Life worth $3K as of Q2 2020.
TrueWealth LLC left its Globe Life share count unchanged in Q2 2020.
Globe Life made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #605 holding.
TrueWealth LLC first reported a position in Globe Life in Q1 2018 and has held it in 10 quarters since.
TrueWealth LLC's Globe Life position peaked at $5K in Q4 2019.
464 funds tracked by Wall St. Rank held Globe Life as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.