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Belpointe Asset Management’s Globus Medical GMED Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,271
Closed -$72K – 1664
2023
Q1 		$72K Sell
1,271
-140
-10% -$8.98K ﹤0.01% 1492
2022
Q4 		$105K Buy
+1,411
New +$96.1K 0.01% 1208

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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

Belpointe Asset Management's GMED Position: Q2 2023 in Review

Belpointe Asset Management sold out of Globus Medical (GMED) in Q2 2023, closing a stake of 1,271 shares — an estimated $72K sold.

Belpointe Asset Management first reported a position in GMED in Q4 2022 and held it in 2 quarters. The position peaked at $105K in Q4 2022. 382 funds tracked by Wall St. Rank hold GMED as of Q2 2023.

  • Belpointe Asset Management reported no remaining Globus Medical position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,271 Globus Medical shares in Q2 2023, an estimated $72K.
  • Belpointe Asset Management first reported a position in Globus Medical in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Globus Medical position peaked at $105K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Globus Medical as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.