EverPoint Asset Management’s Globus Medical GMED Stock Holding History

EverPoint 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
2016 Q4	$2.36M	Buy	+95,000	New	+$2.16M	0.04%	315
2015 Q2	–	Sell	-190,000	Closed	-$4.8M	–	505
2015 Q1	$4.8M	Buy	190,000 +40,000	+27%	+$974K	0.09%	291
2014 Q4	$3.57M	Buy	150,000 +75,000	+100%	+$1.66M	0.08%	301
2014 Q3	$1.48M	Sell	75,000 -125,000	-63%	-$2.57M	0.03%	371
2014 Q2	$4.78M	Buy	+200,000	New	+$4.82M	0.1%	272

Other funds holding GMED

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

VBA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

EverPoint Asset Management's GMED Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in Globus Medical (GMED) in Q4 2016: 95,000 shares worth $2.36M. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in GMED as recently as Q1 2015.

EverPoint Asset Management first reported a position in GMED in Q2 2014 and has held it in 5 quarters since. The position peaked at $4.8M in Q1 2015. 207 funds tracked by Wall St. Rank hold GMED as of Q4 2016.

EverPoint Asset Management held 95,000 shares of Globus Medical worth $2.36M as of Q4 2016.
Globus Medical was a new EverPoint Asset Management position in Q4 2016.
Globus Medical made up 0.04% of EverPoint Asset Management's portfolio in Q4 2016, its #315 holding.
EverPoint Asset Management first reported a position in Globus Medical in Q2 2014 and has held it in 5 quarters since.
EverPoint Asset Management's Globus Medical position peaked at $4.8M in Q1 2015.
207 funds tracked by Wall St. Rank held Globus Medical as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.