Institutional & Family Asset Management’s Globus Medical GMED Stock Holding History

Institutional & Family 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
2022 Q3	–	Sell	-38	Closed	-$2K	–	731
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	600
2022 Q1	$3K	Buy	+38	New	+$2.64K	﹤0.01%	611
2021 Q4	–	Sell	-37	Closed	-$3K	–	849
2021 Q3	$3K	Buy	+37	New	+$2.97K	﹤0.01%	735
2021 Q1	–	Sell	-18	Closed	-$1K	–	948
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	836
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	786
2020 Q2	$1K	Buy	+18	New	+$868	﹤0.01%	776

Other funds holding GMED

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

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

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

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

CIP

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Institutional & Family Asset Management's GMED Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Globus Medical (GMED) in Q3 2022, closing a stake of 38 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in GMED in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 370 funds tracked by Wall St. Rank hold GMED as of Q3 2022.

Institutional & Family Asset Management reported no remaining Globus Medical position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 38 Globus Medical shares in Q3 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in Globus Medical in Q2 2020 and held it in 6 quarters.
Institutional & Family Asset Management's Globus Medical position peaked at $3K in Q1 2022.
370 funds tracked by Wall St. Rank held Globus Medical as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.