Lee Financial’s Globus Medical GMED Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-285	Closed	-$15.2K	–	432
2023 Q4	$15.2K	Buy	285 +60	+27%	+$2.92K	﹤0.01%	360
2023 Q3	$11.2K	Hold	225	–	–	﹤0.01%	395
2023 Q2	$13.4K	Hold	225	–	–	﹤0.01%	366
2023 Q1	$12.7K	Hold	225	–	–	﹤0.01%	378
2022 Q4	$16.7K	Buy	225 +45	+25%	+$3.06K	﹤0.01%	376
2022 Q3	$11K	Sell	180 -3	-2%	-$181	﹤0.01%	417
2022 Q2	$10K	Buy	183 +3	+2%	+$197	﹤0.01%	448
2022 Q1	$13K	Hold	180	–	–	﹤0.01%	399
2021 Q4	$13K	Hold	180	–	–	﹤0.01%	439
2021 Q3	$14K	Hold	180	–	–	﹤0.01%	384
2021 Q2	$14K	Hold	180	–	–	﹤0.01%	366
2021 Q1	$11K	Hold	180	–	–	﹤0.01%	375
2020 Q4	$12K	Hold	180	–	–	﹤0.01%	356
2020 Q3	$9K	Hold	180	–	–	﹤0.01%	412
2020 Q2	$9K	Buy	+180	New	+$8.68K	﹤0.01%	384
2019 Q1	–	Sell	-20	Closed	-$1K	–	525
2018 Q4	$1K	Buy	+20	New	+$998	﹤0.01%	427

Other funds holding GMED

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

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

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

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

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

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

CIP

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Lee Financial's GMED Position: Q1 2024 in Review

Lee Financial sold out of Globus Medical (GMED) in Q1 2024, closing a stake of 285 shares — an estimated $15.2K sold.

Lee Financial first reported a position in GMED in Q4 2018 and held it in 16 quarters. The position peaked at $16.7K in Q4 2022. 439 funds tracked by Wall St. Rank hold GMED as of Q1 2024.

Lee Financial reported no remaining Globus Medical position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 285 Globus Medical shares in Q1 2024, an estimated $15.2K.
Lee Financial first reported a position in Globus Medical in Q4 2018 and held it in 16 quarters.
Lee Financial's Globus Medical position peaked at $16.7K in Q4 2022.
439 funds tracked by Wall St. Rank held Globus Medical as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.