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Center for Financial Planning’s Globus Medical GMED Stock Holding History

Center for Financial Planning’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
-30
Closed -$2K – 591
2022
Q3 		$2K Buy
+30
New +$1.81K ﹤0.01% 529

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's GMED Position: Q4 2022 in Review

Center for Financial Planning sold out of Globus Medical (GMED) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in GMED in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

  • Center for Financial Planning reported no remaining Globus Medical position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 30 Globus Medical shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Globus Medical in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Globus Medical position peaked at $2K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.