Webster Bank’s Globe Life GL Stock Holding History

Webster Bank’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 Q1	–	Sell	-540	Closed	-$65K	–	570
2022 Q4	$65K	Hold	540	–	–	0.01%	297
2022 Q3	$54K	Hold	540	–	–	0.01%	303
2022 Q2	$53K	Hold	540	–	–	0.01%	303
2022 Q1	$54K	Hold	540	–	–	0.01%	322
2021 Q4	$51K	Hold	540	–	–	0.01%	340
2021 Q3	$48K	Hold	540	–	–	0.01%	339
2021 Q2	$51K	Hold	540	–	–	0.01%	331
2021 Q1	$52K	Sell	540 -450	-45%	-$43.1K	0.01%	334
2020 Q4	$94K	Hold	990	–	–	0.01%	266
2020 Q3	$79K	Hold	990	–	–	0.01%	258
2020 Q2	$73K	Hold	990	–	–	0.01%	258
2020 Q1	$71K	Hold	990	–	–	0.01%	238
2019 Q4	$104K	Buy	+990	New	+$98.7K	0.01%	246
2019 Q3	–	Sell	-990	Closed	-$88K	–	512
2019 Q2	$88K	Hold	990	–	–	0.01%	254
2019 Q1	$81K	Hold	990	–	–	0.01%	253
2018 Q4	$74K	Hold	990	–	–	0.01%	255
2018 Q3	$86K	Hold	990	–	–	0.01%	273
2018 Q2	$81K	Buy	990 +540	+120%	+$45.9K	0.01%	281
2018 Q1	$38K	Hold	450	–	–	0.01%	364
2017 Q4	$41K	Hold	450	–	–	0.01%	386
2017 Q3	$36K	Hold	450	–	–	0.01%	390
2017 Q2	$34K	Hold	450	–	–	0.01%	396
2017 Q1	$35K	Hold	450	–	–	0.01%	404
2016 Q4	$33K	Buy	+450	New	+$30.8K	﹤0.01%	385

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Webster Bank's GL Position: Q1 2023 in Review

Webster Bank sold out of Globe Life (GL) in Q1 2023, closing a stake of 540 shares — an estimated $65K sold.

Webster Bank first reported a position in GL in Q4 2016 and held it in 24 quarters. The position peaked at $104K in Q4 2019. 521 funds tracked by Wall St. Rank hold GL as of Q1 2023.

Webster Bank reported no remaining Globe Life position as of Q1 2023 after selling out during the quarter.
Webster Bank sold 540 Globe Life shares in Q1 2023, an estimated $65K.
Webster Bank first reported a position in Globe Life in Q4 2016 and held it in 24 quarters.
Webster Bank's Globe Life position peaked at $104K in Q4 2019.
521 funds tracked by Wall St. Rank held Globe Life as of Q1 2023.

Based on Webster Bank's 13F filing for Q1 2023, filed 13 Apr 2023.