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Avalon Investment & Advisory’s Globus Medical GMED Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-3,159
Closed -$235K – 317
2022
Q4 		$235K Buy
+3,159
New +$215K 0.01% 299

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avalon Investment & Advisory's GMED Position: Q1 2023 in Review

Avalon Investment & Advisory sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 3,159 shares — an estimated $235K sold.

Avalon Investment & Advisory first reported a position in GMED in Q4 2022 and held it in 1 quarter. The position peaked at $235K in Q4 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

  • Avalon Investment & Advisory reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
  • Avalon Investment & Advisory sold 3,159 Globus Medical shares in Q1 2023, an estimated $235K.
  • Avalon Investment & Advisory first reported a position in Globus Medical in Q4 2022 and held it in 1 quarter.
  • Avalon Investment & Advisory's Globus Medical position peaked at $235K in Q4 2022.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.