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Adams Diversified Equity Fund’s Globus Medical GMED Stock Holding History

Adams Diversified Equity Fund’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-30,500
Closed -$906K – 209
2017
Q3 		$906K Buy
30,500
+9,100
+43% +$278K 0.05% 163
2017
Q2 		$709K Buy
+21,400
New +$672K 0.04% 188

Other funds holding GMED

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adams Diversified Equity Fund's GMED Position: Q4 2017 in Review

Adams Diversified Equity Fund sold out of Globus Medical (GMED) in Q4 2017, closing a stake of 30,500 shares — an estimated $906K sold.

Adams Diversified Equity Fund first reported a position in GMED in Q2 2017 and held it in 2 quarters. The position peaked at $906K in Q3 2017. 263 funds tracked by Wall St. Rank hold GMED as of Q4 2017.

  • Adams Diversified Equity Fund reported no remaining Globus Medical position as of Q4 2017 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 30,500 Globus Medical shares in Q4 2017, an estimated $906K.
  • Adams Diversified Equity Fund first reported a position in Globus Medical in Q2 2017 and held it in 2 quarters.
  • Adams Diversified Equity Fund's Globus Medical position peaked at $906K in Q3 2017.
  • 263 funds tracked by Wall St. Rank held Globus Medical as of Q4 2017.

Based on Adams Diversified Equity Fund's 13F filing for Q4 2017, filed 13 Feb 2018.