Kaizen Advisory’s Globus Medical GMED Stock Holding History

Kaizen Advisory’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
2018 Q3	–	Sell	-23,171	Closed	-$1.17M	–	588
2018 Q2	$1.17M	Buy	23,171 +21,907	+1,733%	+$1.14M	0.59%	49
2018 Q1	$63K	Sell	1,264 -33,319	-96%	-$1.57M	0.06%	164
2017 Q4	$1.42M	Buy	+34,583	New	+$1.21M	0.85%	19

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kaizen Advisory's GMED Position: Q3 2018 in Review

Kaizen Advisory sold out of Globus Medical (GMED) in Q3 2018, closing a stake of 23,171 shares — an estimated $1.17M sold.

Kaizen Advisory first reported a position in GMED in Q4 2017 and held it in 3 quarters. The position peaked at $1.42M in Q4 2017. 312 funds tracked by Wall St. Rank hold GMED as of Q3 2018.

Kaizen Advisory reported no remaining Globus Medical position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 23,171 Globus Medical shares in Q3 2018, an estimated $1.17M.
Kaizen Advisory first reported a position in Globus Medical in Q4 2017 and held it in 3 quarters.
Kaizen Advisory's Globus Medical position peaked at $1.42M in Q4 2017.
312 funds tracked by Wall St. Rank held Globus Medical as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.