MWM
GMED icon

Mascoma Wealth Management’s Globus Medical GMED Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-27
Closed -$1.85K – 471
2024
Q2 		$1.85K Hold
27
– – ﹤0.01% 465
2024
Q1 		$1.45K Hold
27
– – ﹤0.01% 431
2023
Q4 		$1.44K Hold
27
– – ﹤0.01% 445
2023
Q3 		$1.34K Hold
27
– – ﹤0.01% 474
2023
Q2 		$1.53K Hold
27
– – ﹤0.01% 452
2023
Q1 		$1.57K Hold
27
– – ﹤0.01% 550
2022
Q4 		$2K Buy
+27
New +$1.84K ﹤0.01% 565

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Mascoma Wealth Management's GMED Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Globus Medical (GMED) in Q3 2024, closing a stake of 27 shares — an estimated $1.85K sold.

Mascoma Wealth Management first reported a position in GMED in Q4 2022 and held it in 7 quarters. The position peaked at $2K in Q4 2022. 449 funds tracked by Wall St. Rank hold GMED as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Globus Medical position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 27 Globus Medical shares in Q3 2024, an estimated $1.85K.
  • Mascoma Wealth Management first reported a position in Globus Medical in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Globus Medical position peaked at $2K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held Globus Medical as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.