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Laurel Wealth Advisors (California)’s Globus Medical GMED Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.14M Sell
15,343
-1,780
-10% -$121K 0.11% 191
2022
Q3 		$1.02M Buy
17,123
+5,183
+43% +$312K 0.11% 205
2022
Q2 		$670K Hold
11,940
– – 0.07% 291
2022
Q1 		$881K Sell
11,940
-38
-0.3% -$2.64K 0.07% 264
2021
Q4 		$865K Buy
+11,978
New +$870K 0.07% 300

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GMED Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Globus Medical (GMED) stake by 10% in Q4 2022, selling an estimated $121K and leaving 15,343 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #191.

Laurel Wealth Advisors (California) first reported a position in GMED in Q4 2021 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

  • Laurel Wealth Advisors (California) held 15,343 shares of Globus Medical worth $1.14M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,780 Globus Medical shares in Q4 2022, an estimated $121K.
  • Globus Medical made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #191 holding.
  • Laurel Wealth Advisors (California) first reported a position in Globus Medical in Q4 2021 and has held it in 5 quarters since.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.