Financial Gravity Asset Management’s Globus Medical GMED Stock Holding History

Financial Gravity 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
2024 Q1	–	Sell	-12	Closed	-$510	–	2006
2023 Q4	$510	Buy	12 +6	+100%	+$292	﹤0.01%	1154
2023 Q3	$235	Buy	+6	New	+$336	﹤0.01%	930
2023 Q2	–	Sell	-57	Closed	-$2.23K	–	1714
2023 Q1	$2.23K	Buy	+57	New	+$3.65K	0.07%	288
2022 Q4	–	Sell	-180	Closed	-$197	–	1485
2022 Q3	$197	Buy	+180	New	+$10.8K	0.01%	553
2021 Q4	–	Sell	-3	Closed	-$77K	–	979
2021 Q3	$77K	Hold	3	–	–	0.04%	432
2021 Q2	$78K	Buy	+3	New	+$213	0.03%	422
2019 Q4	–	Sell	-244	Closed	-$12K	–	1511
2019 Q3	$12K	Sell	244 -351	-59%	-$16.7K	0.01%	570
2019 Q2	$25K	Buy	+595	New	+$25.8K	0.02%	445
2018 Q3	$47K	Buy	+905	New	+$47.6K	0.05%	341

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

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

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

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

CIP

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Financial Gravity Asset Management's GMED Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Globus Medical (GMED) in Q1 2024, closing a stake of 12 shares — an estimated $510 sold.

Financial Gravity Asset Management first reported a position in GMED in Q3 2018 and held it in 9 quarters. The position peaked at $78K in Q2 2021. 439 funds tracked by Wall St. Rank hold GMED as of Q1 2024.

Financial Gravity Asset Management reported no remaining Globus Medical position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 12 Globus Medical shares in Q1 2024, an estimated $510.
Financial Gravity Asset Management first reported a position in Globus Medical in Q3 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Globus Medical position peaked at $78K in Q2 2021.
439 funds tracked by Wall St. Rank held Globus Medical as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.