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First Trust Investment Solutions’s Globus Medical GMED Stock Holding History

First Trust Investment Solutions’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
Q3 		– Sell
-12,000
Closed -$822K – 306
2024
Q2 		$822K Hold
12,000
– – 0.12% 141
2024
Q1 		$644K Hold
12,000
– – 0.11% 132
2023
Q4 		$639K Buy
+12,000
New +$585K 0.13% 115

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

First Trust Investment Solutions's GMED Position: Q3 2024 in Review

First Trust Investment Solutions sold out of Globus Medical (GMED) in Q3 2024, closing a stake of 12,000 shares — an estimated $822K sold.

First Trust Investment Solutions first reported a position in GMED in Q4 2023 and held it in 3 quarters. The position peaked at $822K in Q2 2024. 449 funds tracked by Wall St. Rank hold GMED as of Q3 2024.

  • First Trust Investment Solutions reported no remaining Globus Medical position as of Q3 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 12,000 Globus Medical shares in Q3 2024, an estimated $822K.
  • First Trust Investment Solutions first reported a position in Globus Medical in Q4 2023 and held it in 3 quarters.
  • First Trust Investment Solutions's Globus Medical position peaked at $822K in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Globus Medical as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.