Avalon Trust’s Globus Medical GMED Stock Holding History

Avalon Trust’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
2025 Q1	–	Sell	-60	Closed	-$4.96K	–	461
2024 Q4	$4.96K	Buy	+60	New	+$4.73K	﹤0.01%	356

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

Sculptor Capital New York $9.61B AUM 27.49% 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

Avalon Trust's GMED Position: Q1 2025 in Review

Avalon Trust sold out of Globus Medical (GMED) in Q1 2025, closing a stake of 60 shares — an estimated $4.96K sold.

Avalon Trust first reported a position in GMED in Q4 2024 and held it in 1 quarter. The position peaked at $4.96K in Q4 2024. 514 funds tracked by Wall St. Rank hold GMED as of Q1 2025.

Avalon Trust reported no remaining Globus Medical position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 60 Globus Medical shares in Q1 2025, an estimated $4.96K.
Avalon Trust first reported a position in Globus Medical in Q4 2024 and held it in 1 quarter.
Avalon Trust's Globus Medical position peaked at $4.96K in Q4 2024.
514 funds tracked by Wall St. Rank held Globus Medical as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.