Albion Financial Group’s Globus Medical GMED Stock Holding History

Albion Financial Group’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
2023 Q2	–	Sell	-1,000	Closed	-$56.6K	–	483
2023 Q1	$56.6K	Hold	1,000	–	–	0.01%	208
2022 Q4	$74.3K	Hold	1,000	–	–	0.01%	199
2022 Q3	$60K	Hold	1,000	–	–	0.01%	206
2022 Q2	$56K	Hold	1,000	–	–	0.01%	214
2022 Q1	$74K	Hold	1,000	–	–	0.01%	241
2021 Q4	$72K	Hold	1,000	–	–	0.01%	262
2021 Q3	$77K	Hold	1,000	–	–	0.01%	223
2021 Q2	$78K	Buy	+1,000	New	+$71.1K	0.01%	224
2020 Q4	$65K	Buy	+1,000	New	+$57.5K	0.01%	227

Other funds holding GMED

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Albion Financial Group's GMED Position: Q2 2023 in Review

Albion Financial Group sold out of Globus Medical (GMED) in Q2 2023, closing a stake of 1,000 shares — an estimated $56.6K sold.

Albion Financial Group first reported a position in GMED in Q4 2020 and held it in 9 quarters. The position peaked at $78K in Q2 2021. 382 funds tracked by Wall St. Rank hold GMED as of Q2 2023.

Albion Financial Group reported no remaining Globus Medical position as of Q2 2023 after selling out during the quarter.
Albion Financial Group sold 1,000 Globus Medical shares in Q2 2023, an estimated $56.6K.
Albion Financial Group first reported a position in Globus Medical in Q4 2020 and held it in 9 quarters.
Albion Financial Group's Globus Medical position peaked at $78K in Q2 2021.
382 funds tracked by Wall St. Rank held Globus Medical as of Q2 2023.

Based on Albion Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.