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Ellis Investment Partners’s Globus Medical GMED Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-200
Closed -$11K – 409
2022
Q3 		$11K Hold
200
– – ﹤0.01% 557
2022
Q2 		$11K Hold
200
– – ﹤0.01% 570
2022
Q1 		$14K Hold
200
– – ﹤0.01% 565
2021
Q4 		$14K Hold
200
– – ﹤0.01% 581
2021
Q3 		$15K Hold
200
– – ﹤0.01% 551
2021
Q2 		$15K Hold
200
– – ﹤0.01% 548
2021
Q1 		$12K Sell
200
-50
-20% -$3.17K ﹤0.01% 558
2020
Q4 		$16K Buy
+250
New +$14.4K ﹤0.01% 506

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ellis Investment Partners's GMED Position: Q4 2022 in Review

Ellis Investment Partners sold out of Globus Medical (GMED) in Q4 2022, closing a stake of 200 shares — an estimated $11K sold.

Ellis Investment Partners first reported a position in GMED in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q4 2020. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

  • Ellis Investment Partners reported no remaining Globus Medical position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 200 Globus Medical shares in Q4 2022, an estimated $11K.
  • Ellis Investment Partners first reported a position in Globus Medical in Q4 2020 and held it in 8 quarters.
  • Ellis Investment Partners's Globus Medical position peaked at $16K in Q4 2020.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.