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Clarus Wealth Advisors’s Globus Medical GMED Stock Holding History

Clarus Wealth Advisors’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
2018
Q4 		– Sell
-5,334
Closed -$303K – 688
2018
Q3 		$303K Buy
5,334
+1,430
+37% +$75.3K 0.2% 61
2018
Q2 		$194K Buy
+3,904
New +$204K 0.15% 118

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Clarus Wealth Advisors's GMED Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Globus Medical (GMED) in Q4 2018, closing a stake of 5,334 shares — an estimated $303K sold.

Clarus Wealth Advisors first reported a position in GMED in Q2 2018 and held it in 2 quarters. The position peaked at $303K in Q3 2018. 303 funds tracked by Wall St. Rank hold GMED as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining Globus Medical position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 5,334 Globus Medical shares in Q4 2018, an estimated $303K.
  • Clarus Wealth Advisors first reported a position in Globus Medical in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Globus Medical position peaked at $303K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Globus Medical as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.