Capital Asset Advisory Services’s Globus Medical GMED Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-5,595	Closed	-$333K	–	407
2022 Q3	$333K	Sell	5,595 -2,967	-35%	-$179K	0.04%	231
2022 Q2	$481K	Buy	+8,562	New	+$563K	0.05%	235
2021 Q1	–	Sell	-107	Closed	-$7K	–	990
2020 Q4	$7K	Buy	+107	New	+$6.15K	﹤0.01%	1176

Other funds holding GMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Asset Advisory Services's GMED Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Globus Medical (GMED) in Q4 2022, closing a stake of 5,595 shares — an estimated $333K sold.

Capital Asset Advisory Services first reported a position in GMED in Q4 2020 and held it in 3 quarters. The position peaked at $481K in Q2 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

Capital Asset Advisory Services reported no remaining Globus Medical position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 5,595 Globus Medical shares in Q4 2022, an estimated $333K.
Capital Asset Advisory Services first reported a position in Globus Medical in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's Globus Medical position peaked at $481K in Q2 2022.
390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.