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LVW Advisors’s Globus Medical GMED Stock Holding History

LVW Advisors’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
-9,344
Closed -$694K – 239
2022
Q4 		$694K Buy
9,344
+2,650
+40% +$180K 0.14% 115
2022
Q3 		$399K Buy
6,694
+1
+0% +$60 0.09% 149
2022
Q2 		$376K Buy
+6,693
New +$440K 0.08% 165

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

LVW Advisors's GMED Position: Q1 2023 in Review

LVW Advisors sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 9,344 shares — an estimated $694K sold.

LVW Advisors first reported a position in GMED in Q2 2022 and held it in 3 quarters. The position peaked at $694K in Q4 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

  • LVW Advisors reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
  • LVW Advisors sold 9,344 Globus Medical shares in Q1 2023, an estimated $694K.
  • LVW Advisors first reported a position in Globus Medical in Q2 2022 and held it in 3 quarters.
  • LVW Advisors's Globus Medical position peaked at $694K in Q4 2022.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on LVW Advisors's 13F filing for Q1 2023, filed 3 May 2023.