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Broadview Advisors’s Globus Medical GMED Stock Holding History

Broadview Advisors’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
2019
Q2 		$6.23M Sell
147,275
-2,200
-1% -$95.5K 1.92% 16
2019
Q1 		$7.39M Buy
149,475
+4,200
+3% +$190K 2.01% 14
2018
Q4 		$6.29M Buy
145,275
+17,625
+14% +$879K 1.81% 23
2018
Q3 		$7.25M Buy
+127,650
New +$6.72M 1.24% 39

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Broadview Advisors's GMED Position: Q2 2019 in Review

Broadview Advisors reduced its Globus Medical (GMED) stake by 1.5% in Q2 2019, selling an estimated $95.5K and leaving 147,275 shares worth $6.23M. The position accounts for 1.92% of the portfolio, ranked #16.

Broadview Advisors first reported a position in GMED in Q3 2018 and has held it in 4 quarters since. The position peaked at $7.39M in Q1 2019. 259 funds tracked by Wall St. Rank hold GMED as of Q2 2019.

  • Broadview Advisors held 147,275 shares of Globus Medical worth $6.23M as of Q2 2019.
  • Broadview Advisors sold 2,200 Globus Medical shares in Q2 2019, an estimated $95.5K.
  • Globus Medical made up 1.92% of Broadview Advisors's portfolio in Q2 2019, its #16 holding.
  • Broadview Advisors first reported a position in Globus Medical in Q3 2018 and has held it in 4 quarters since.
  • Broadview Advisors's Globus Medical position peaked at $7.39M in Q1 2019.
  • 259 funds tracked by Wall St. Rank held Globus Medical as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.