Formula Growth’s Globus Medical GMED Stock Holding History

Formula Growth’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
2023 Q1	–	Sell	-45,600	Closed	-$3.39M	–	137
2022 Q4	$3.39M	Buy	+45,600	New	+$3.1M	0.96%	41
2016 Q3	–	Sell	-60,000	Closed	-$1.43M	–	157
2016 Q2	$1.43M	Sell	60,000 -15,000	-20%	-$360K	0.35%	97
2016 Q1	$1.78M	Hold	75,000	–	–	0.43%	85
2015 Q4	$2.09M	Buy	+75,000	New	+$1.88M	0.49%	72

Other funds holding GMED

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Formula Growth's GMED Position: Q1 2023 in Review

Formula Growth sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 45,600 shares — an estimated $3.39M sold.

Formula Growth first reported a position in GMED in Q4 2015 and held it in 4 quarters. The position peaked at $3.39M in Q4 2022. 389 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

Formula Growth reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
Formula Growth sold 45,600 Globus Medical shares in Q1 2023, an estimated $3.39M.
Formula Growth first reported a position in Globus Medical in Q4 2015 and held it in 4 quarters.
Formula Growth's Globus Medical position peaked at $3.39M in Q4 2022.
389 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Formula Growth's 13F filing for Q1 2023, filed 12 May 2023.