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Cassady Schiller Wealth Management’s Globus Medical GMED Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.49K Buy
18
+9
+100% +$710 ﹤0.01% 666
2024
Q3 		$644 Hold
9
– – ﹤0.01% 435
2024
Q2 		$616 Hold
9
– – ﹤0.01% 443
2024
Q1 		$483 Buy
+9
New +$484 ﹤0.01% 480

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's GMED Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Globus Medical (GMED) stake by 100% in Q4 2024, buying an estimated $710 and bringing the position to 18 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Cassady Schiller Wealth Management first reported a position in GMED in Q1 2024 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold GMED as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of Globus Medical worth $1.49K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 9 Globus Medical shares in Q4 2024, an estimated $710.
  • Globus Medical made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #666 holding.
  • Cassady Schiller Wealth Management first reported a position in Globus Medical in Q1 2024 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held Globus Medical as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.