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Bartlett & Co Wealth Management’s Globus Medical GMED Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q1 		– Sell
-28
Closed -$1.83K – 1141
2020
Q4 		$1.83K Buy
+28
New +$1.61K ﹤0.01% 936

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Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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

Bartlett & Co Wealth Management's GMED Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Globus Medical (GMED) in Q1 2021, closing a stake of 28 shares — an estimated $1.83K sold.

Bartlett & Co Wealth Management first reported a position in GMED in Q4 2020 and held it in 1 quarter. The position peaked at $1.83K in Q4 2020. 345 funds tracked by Wall St. Rank hold GMED as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Globus Medical position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 28 Globus Medical shares in Q1 2021, an estimated $1.83K.
  • Bartlett & Co Wealth Management first reported a position in Globus Medical in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Globus Medical position peaked at $1.83K in Q4 2020.
  • 345 funds tracked by Wall St. Rank held Globus Medical as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.