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UBP Investment Advisors’s Globe Life GL Stock Holding History

UBP Investment 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
2022
Q3 		$450K Sell
4,559
-3,283
-42% -$329K 0.23% 59
2022
Q2 		$760K Buy
7,842
+1,041
+15% +$102K 0.3% 53
2022
Q1 		$2.04M Sell
6,801
-5,120
-43% -$519K 0.76% 28
2021
Q4 		$1.12M Buy
11,921
+124
+1% +$11.5K 0.41% 50
2021
Q3 		$1.05M Buy
11,797
+214
+2% +$20K 0.41% 52
2021
Q2 		$1.1M Buy
+11,583
New +$1.19M 0.41% 57

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

UBP Investment Advisors's GL Position: Q3 2022 in Review

UBP Investment Advisors reduced its Globe Life (GL) stake by 42% in Q3 2022, selling an estimated $329K and leaving 4,559 shares worth $450K. The position accounts for 0.23% of the portfolio, ranked #59.

UBP Investment Advisors first reported a position in GL in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.04M in Q1 2022. 479 funds tracked by Wall St. Rank hold GL as of Q3 2022.

  • UBP Investment Advisors held 4,559 shares of Globe Life worth $450K as of Q3 2022.
  • UBP Investment Advisors sold 3,283 Globe Life shares in Q3 2022, an estimated $329K.
  • Globe Life made up 0.23% of UBP Investment Advisors's portfolio in Q3 2022, its #59 holding.
  • UBP Investment Advisors first reported a position in Globe Life in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's Globe Life position peaked at $2.04M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held Globe Life as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.