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Disciplined Investments’s Globus Medical GMED Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$536 – 675
2023
Q2 		$536 Buy
9
+1
+13% +$57 ﹤0.01% 1205
2023
Q1 		$453 Sell
8
-5
-38% -$321 ﹤0.01% 1260
2022
Q4 		$966 Buy
13
+5
+63% +$340 ﹤0.01% 918
2022
Q3 		$0 Buy
8
+1
+14% +$60 ﹤0.01% 1361
2022
Q2 		$0 Sell
7
-2
-22% -$131 ﹤0.01% 1394
2022
Q1 		$1K Buy
+9
New +$626 ﹤0.01% 995

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's GMED Position: Q3 2023 in Review

Disciplined Investments sold out of Globus Medical (GMED) in Q3 2023, closing a stake of 9 shares — an estimated $536 sold.

Disciplined Investments first reported a position in GMED in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 431 funds tracked by Wall St. Rank hold GMED as of Q3 2023.

  • Disciplined Investments reported no remaining Globus Medical position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Globus Medical shares in Q3 2023, an estimated $536.
  • Disciplined Investments first reported a position in Globus Medical in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Globus Medical position peaked at $1K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held Globus Medical as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.