Geller Advisors’s Cantel Medical Corporation CMD Stock Holding History

Geller Advisors’s Portfolio CMD Stock Details CMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,500	Closed	-$553K	–	91
2020 Q2	$553K	Hold	12,500	–	–	0.17%	27
2020 Q1	$449K	Hold	12,500	–	–	0.13%	25
2019 Q4	$886K	Hold	12,500	–	–	0.27%	17
2019 Q3	$935K	Hold	12,500	–	–	0.34%	13
2019 Q2	$1.01M	Buy	12,500 +7,051	+129%	+$496K	0.39%	11
2019 Q1	$364K	Hold	5,449	–	–	0.15%	20
2018 Q4	$406K	Hold	5,449	–	–	0.19%	20
2018 Q3	$502K	Sell	5,449 -17,251	-76%	-$1.64M	0.3%	18
2018 Q2	$2.23M	Hold	22,700	–	–	0.97%	6
2018 Q1	$2.53M	Hold	22,700	–	–	1.23%	5
2017 Q4	$2.33M	Hold	22,700	–	–	1.18%	5
2017 Q3	$2.14M	Hold	22,700	–	–	1.05%	5
2017 Q2	$1.77M	Sell	22,700 -1,500	-6%	-$113K	0.9%	5
2017 Q1	$1.94M	Hold	24,200	–	–	1.05%	6
2016 Q4	$1.91M	Sell	24,200 -1,155	-5%	-$89.7K	1.13%	6
2016 Q3	$1.98M	Sell	25,355 -2,500	-9%	-$181K	1.13%	6
2016 Q2	$1.91M	Hold	27,855	–	–	1.1%	6
2016 Q1	$1.99M	Hold	27,855	–	–	1.19%	6
2015 Q4	$1.73M	Sell	27,855 -3,750	-12%	-$229K	1.03%	7
2015 Q3	$1.79M	Hold	31,605	–	–	1.14%	7
2015 Q2	$1.7M	Hold	31,605	–	–	0.99%	8
2015 Q1	$1.5M	Hold	31,605	–	–	0.87%	8
2014 Q4	$1.37M	Sell	31,605 -2,000	-6%	-$81.7K	0.79%	10
2014 Q3	$1.16M	Hold	33,605	–	–	0.65%	13
2014 Q2	$1.23M	Hold	33,605	–	–	0.82%	9
2014 Q1	$1.13M	Sell	33,605 -3,250	-9%	-$107K	0.75%	10
2013 Q4	$1.25M	Sell	36,855 -1,600	-4%	-$55.4K	0.84%	9
2013 Q3	$1.23M	Sell	38,455 -610	-2%	-$16.2K	0.92%	9
2013 Q2	$882K	Buy	+39,065	New	+$846K	0.75%	11

Other funds holding CMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Geller Advisors's CMD Position: Q3 2020 in Review

Geller Advisors sold out of Cantel Medical Corporation (CMD) in Q3 2020, closing a stake of 12,500 shares — an estimated $553K sold.

Geller Advisors first reported a position in CMD in Q2 2013 and held it in 29 quarters. The position peaked at $2.53M in Q1 2018. 196 funds tracked by Wall St. Rank hold CMD as of Q3 2020.

Geller Advisors reported no remaining Cantel Medical Corporation position as of Q3 2020 after selling out during the quarter.
Geller Advisors sold 12,500 Cantel Medical Corporation shares in Q3 2020, an estimated $553K.
Geller Advisors first reported a position in Cantel Medical Corporation in Q2 2013 and held it in 29 quarters.
Geller Advisors's Cantel Medical Corporation position peaked at $2.53M in Q1 2018.
196 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q3 2020.

Based on Geller Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.