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Isthmus Partners’s Globus Medical GMED Stock Holding History

Isthmus Partners’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
-14,829
Closed -$1.1M – 168
2022
Q4 		$1.1M Sell
14,829
-15,948
-52% -$1.09M 0.17% 109
2022
Q3 		$1.83M Buy
30,777
+1,650
+6% +$99.4K 0.32% 65
2022
Q2 		$1.64M Buy
29,127
+786
+3% +$51.7K 0.31% 76
2022
Q1 		$2.09M Buy
28,341
+1,248
+5% +$86.7K 0.34% 60
2021
Q4 		$1.96M Buy
27,093
+369
+1% +$26.8K 0.33% 70
2021
Q3 		$2.05M Sell
26,724
-131
-0.5% -$10.5K 0.37% 61
2021
Q2 		$2.08M Buy
26,855
+73
+0.3% +$5.19K 0.37% 60
2021
Q1 		$1.65M Sell
26,782
-292
-1% -$18.5K 0.3% 80
2020
Q4 		$1.77M Sell
27,074
-695
-3% -$40K 0.36% 53
2020
Q3 		$1.38M Sell
27,769
-111
-0.4% -$5.72K 0.32% 57
2020
Q2 		$1.33M Sell
27,880
-1,189
-4% -$57.4K 0.33% 56
2020
Q1 		$1.24M Sell
29,069
-424
-1% -$20.9K 0.38% 51
2019
Q4 		$1.74M Sell
29,493
-170
-0.6% -$9.23K 0.4% 50
2019
Q3 		$1.52M Buy
29,663
+1,030
+4% +$49.1K 0.36% 51
2019
Q2 		$1.21M Buy
+28,633
New +$1.24M 0.29% 65
2019
Q1 		– Sell
-27,630
Closed -$1.2M – 154
2018
Q4 		$1.2M Buy
27,630
+2,244
+9% +$112K 0.36% 58
2018
Q3 		$1.44M Sell
25,386
-1,093
-4% -$57.5K 0.36% 50
2018
Q2 		$1.34M Sell
26,479
-349
-1% -$18.2K 0.35% 51
2018
Q1 		$1.34M Sell
26,828
-1,278
-5% -$60.1K 0.36% 46
2017
Q4 		$1.16M Sell
28,106
-436
-2% -$15.3K 0.31% 52
2017
Q3 		$848K Buy
28,542
+262
+0.9% +$8K 0.24% 78
2017
Q2 		$937K Sell
28,280
-825
-3% -$25.9K 0.27% 62
2017
Q1 		$862K Buy
29,105
+11,585
+66% +$316K 0.25% 69
2016
Q4 		$435K Buy
+17,520
New +$398K 0.13% 107

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Isthmus Partners's GMED Position: Q1 2023 in Review

Isthmus Partners sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 14,829 shares — an estimated $1.1M sold.

Isthmus Partners first reported a position in GMED in Q4 2016 and held it in 24 quarters. The position peaked at $2.09M in Q1 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

  • Isthmus Partners reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
  • Isthmus Partners sold 14,829 Globus Medical shares in Q1 2023, an estimated $1.1M.
  • Isthmus Partners first reported a position in Globus Medical in Q4 2016 and held it in 24 quarters.
  • Isthmus Partners's Globus Medical position peaked at $2.09M in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Isthmus Partners's 13F filing for Q1 2023, filed 11 May 2023.