EFG Asset Management’s Globus Medical GMED Stock Holding History

EFG Asset 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
2023 Q2	–	Sell	-20,488	Closed	-$1.16M	–	195
2023 Q1	$1.16M	Sell	20,488 -1,148	-5%	-$73.6K	0.26%	137
2022 Q4	$1.61M	Sell	21,636 -4,558	-17%	-$310K	0.36%	100
2022 Q3	$1.56M	Sell	26,194 -1,971	-7%	-$119K	0.36%	98
2022 Q2	$1.58M	Sell	28,165 -2,417	-8%	-$159K	0.33%	97
2022 Q1	$2.26M	Sell	30,582 -273	-0.9%	-$19K	0.34%	96
2021 Q4	$2.23M	Buy	+30,855	New	+$2.24M	0.29%	103

Other funds holding GMED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

EFG Asset Management's GMED Position: Q2 2023 in Review

EFG Asset Management sold out of Globus Medical (GMED) in Q2 2023, closing a stake of 20,488 shares — an estimated $1.16M sold.

EFG Asset Management first reported a position in GMED in Q4 2021 and held it in 6 quarters. The position peaked at $2.26M in Q1 2022. 382 funds tracked by Wall St. Rank hold GMED as of Q2 2023.

EFG Asset Management reported no remaining Globus Medical position as of Q2 2023 after selling out during the quarter.
EFG Asset Management sold 20,488 Globus Medical shares in Q2 2023, an estimated $1.16M.
EFG Asset Management first reported a position in Globus Medical in Q4 2021 and held it in 6 quarters.
EFG Asset Management's Globus Medical position peaked at $2.26M in Q1 2022.
382 funds tracked by Wall St. Rank held Globus Medical as of Q2 2023.

Based on EFG Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.