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Carroll Financial Associates’s Globus Medical GMED Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-25
Closed -$1K – 1740
2021
Q3 		$1K Buy
+25
New +$2.01K ﹤0.01% 1641
2019
Q4 		– Sell
-38
Closed -$1K – 1592
2019
Q3 		$1K Hold
38
– – ﹤0.01% 1411
2019
Q2 		$1K Buy
+38
New +$1.65K ﹤0.01% 1462

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Capital Research Global Investors
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CIP
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Kayne Anderson Rudnick Investment Management
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Carroll Financial Associates's GMED Position: Q4 2021 in Review

Carroll Financial Associates sold out of Globus Medical (GMED) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in GMED in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 373 funds tracked by Wall St. Rank hold GMED as of Q4 2021.

  • Carroll Financial Associates reported no remaining Globus Medical position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 25 Globus Medical shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Globus Medical in Q2 2019 and held it in 3 quarters.
  • Carroll Financial Associates's Globus Medical position peaked at $1K in Q3 2021.
  • 373 funds tracked by Wall St. Rank held Globus Medical as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.