Heritage Wealth Management (Arizona)’s Globus Medical GMED Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.1M	Buy	14,754 +10,372	+237%	+$706K	0.16%	110
2022 Q3	$261K	Buy	4,382 +140	+3%	+$8.43K	0.08%	177
2022 Q2	$238K	Buy	4,242 +4,111	+3,138%	+$270K	0.08%	203
2022 Q1	$10K	Buy	+131	New	+$9.11K	﹤0.01%	705
2021 Q3	$10K	Sell	131 -88	-40%	-$7.07K	﹤0.01%	651
2021 Q2	$17K	Sell	219 -775	-78%	-$55.1K	0.01%	584
2021 Q1	$61K	Buy	+994	New	+$62.9K	0.03%	339

Other funds holding GMED

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GMED Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Globus Medical (GMED) stake by 237% in Q4 2022, buying an estimated $706K and bringing the position to 14,754 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #110.

Heritage Wealth Management (Arizona) first reported a position in GMED in Q1 2021 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

Heritage Wealth Management (Arizona) held 14,754 shares of Globus Medical worth $1.1M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 10,372 Globus Medical shares in Q4 2022, an estimated $706K.
Globus Medical made up 0.16% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #110 holding.
Heritage Wealth Management (Arizona) first reported a position in Globus Medical in Q1 2021 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.