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Milestone Investment Advisors’s Globus Medical GMED Stock Holding History

Milestone Investment 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
Q4 		– Sell
-33
Closed -$1.64K – 247
2023
Q3 		$1.64K Buy
+33
New +$1.84K ﹤0.01% 398
2023
Q2 		– Sell
-33
Closed -$1.87K – 242
2023
Q1 		$1.87K Buy
+33
New +$2.12K ﹤0.01% 396

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Investment Advisors's GMED Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Globus Medical (GMED) in Q4 2023, closing a stake of 33 shares — an estimated $1.64K sold.

Milestone Investment Advisors first reported a position in GMED in Q1 2023 and held it in 2 quarters. The position peaked at $1.87K in Q1 2023. 408 funds tracked by Wall St. Rank hold GMED as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Globus Medical position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 33 Globus Medical shares in Q4 2023, an estimated $1.64K.
  • Milestone Investment Advisors first reported a position in Globus Medical in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Globus Medical position peaked at $1.87K in Q1 2023.
  • 408 funds tracked by Wall St. Rank held Globus Medical as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.