Ellevest Inc’s Globus Medical GMED Stock Holding History

Ellevest Inc’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
2020 Q4	–	Sell	-54	Closed	-$3K	–	1251
2020 Q3	$3K	Hold	54	–	–	﹤0.01%	839
2020 Q2	$3K	Hold	54	–	–	﹤0.01%	821
2020 Q1	$2K	Buy	+54	New	+$2.67K	﹤0.01%	766

Other funds holding GMED

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

GKIM

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

Ellevest Inc's GMED Position: Q4 2020 in Review

Ellevest Inc sold out of Globus Medical (GMED) in Q4 2020, closing a stake of 54 shares — an estimated $3K sold.

Ellevest Inc first reported a position in GMED in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 348 funds tracked by Wall St. Rank hold GMED as of Q4 2020.

Ellevest Inc reported no remaining Globus Medical position as of Q4 2020 after selling out during the quarter.
Ellevest Inc sold 54 Globus Medical shares in Q4 2020, an estimated $3K.
Ellevest Inc first reported a position in Globus Medical in Q1 2020 and held it in 3 quarters.
Ellevest Inc's Globus Medical position peaked at $3K in Q3 2020.
348 funds tracked by Wall St. Rank held Globus Medical as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.