WCM Investment Management
GL icon

WCM Investment Management’s Globe Life GL Stock Holding History

WCM Investment Management’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
2021
Q2 		– Sell
-6,747
Closed -$652K – 204
2021
Q1 		$652K Buy
6,747
+734
+12% +$70.3K ﹤0.01% 167
2020
Q4 		$571K Buy
6,013
+171
+3% +$15.2K ﹤0.01% 175
2020
Q3 		$467K Hold
5,842
– – ﹤0.01% 166
2020
Q2 		$434K Hold
5,842
– – ﹤0.01% 163
2020
Q1 		$420K Buy
+5,842
New +$551K ﹤0.01% 161

Other funds holding GL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

WCM Investment Management's GL Position: Q2 2021 in Review

WCM Investment Management sold out of Globe Life (GL) in Q2 2021, closing a stake of 6,747 shares — an estimated $652K sold.

WCM Investment Management first reported a position in GL in Q1 2020 and held it in 5 quarters. The position peaked at $652K in Q1 2021. 467 funds tracked by Wall St. Rank hold GL as of Q2 2021.

  • WCM Investment Management reported no remaining Globe Life position as of Q2 2021 after selling out during the quarter.
  • WCM Investment Management sold 6,747 Globe Life shares in Q2 2021, an estimated $652K.
  • WCM Investment Management first reported a position in Globe Life in Q1 2020 and held it in 5 quarters.
  • WCM Investment Management's Globe Life position peaked at $652K in Q1 2021.
  • 467 funds tracked by Wall St. Rank held Globe Life as of Q2 2021.

Based on WCM Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.