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Charter Oak Capital Management’s Globus Medical GMED Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-49
Closed -$3K – 434
2022
Q2 		$3K Hold
49
– – ﹤0.01% 788
2022
Q1 		$4K Buy
+49
New +$3.41K ﹤0.01% 796

Other funds holding GMED

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charter Oak Capital Management's GMED Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Globus Medical (GMED) in Q3 2022, closing a stake of 49 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in GMED in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 370 funds tracked by Wall St. Rank hold GMED as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Globus Medical position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 49 Globus Medical shares in Q3 2022, an estimated $3K.
  • Charter Oak Capital Management first reported a position in Globus Medical in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Globus Medical position peaked at $4K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Globus Medical as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.