EWA
GMED icon

Evolution Wealth Advisors’s Globus Medical GMED Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-94
Closed -$7K – 350
2021
Q3 		$7K Sell
94
-172
-65% -$13.8K ﹤0.01% 454
2021
Q2 		$21K Sell
266
-68
-20% -$4.83K ﹤0.01% 300
2021
Q1 		$21K Hold
334
– – ﹤0.01% 288
2020
Q4 		$22K Hold
334
– – 0.01% 253
2020
Q3 		$17K Hold
334
– – ﹤0.01% 288
2020
Q2 		$16K Sell
334
-29
-8% -$1.4K 0.01% 228
2020
Q1 		$15K Buy
363
+31
+9% +$1.53K 0.01% 174
2019
Q4 		$20K Buy
332
+293
+751% +$15.9K 0.01% 224
2019
Q3 		$2K Sell
39
-295
-88% -$14.1K ﹤0.01% 410
2019
Q2 		$14K Buy
+334
New +$14.5K 0.01% 151

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Evolution Wealth Advisors's GMED Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Globus Medical (GMED) in Q4 2021, closing a stake of 94 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in GMED in Q2 2019 and held it in 10 quarters. The position peaked at $22K in Q4 2020. 373 funds tracked by Wall St. Rank hold GMED as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Globus Medical position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 94 Globus Medical shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Globus Medical in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Globus Medical position peaked at $22K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held Globus Medical as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.