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Mount Yale Investment Advisors’s Globus Medical GMED Stock Holding History

Mount Yale 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
2024
Q4 		– Sell
-12,533
Closed -$897K – 584
2024
Q3 		$897K Sell
12,533
-1,500
-11% -$106K 0.09% 216
2024
Q2 		$961K Hold
14,033
– – 0.08% 212
2024
Q1 		$753K Hold
14,033
– – 0.06% 281
2023
Q4 		$748K Hold
14,033
– – 0.07% 251
2023
Q3 		$697K Hold
14,033
– – 0.08% 250
2023
Q2 		$836K Hold
14,033
– – 0.09% 223
2023
Q1 		$795K Hold
14,033
– – 0.09% 236
2022
Q4 		$1.04M Hold
14,033
– – 0.12% 179
2022
Q3 		$836K Hold
14,033
– – 0.11% 194
2022
Q2 		$788K Hold
14,033
– – 0.1% 204
2022
Q1 		$1.03M Hold
14,033
– – 0.11% 185
2021
Q4 		$1.01M Hold
14,033
– – 0.11% 200
2021
Q3 		$1.07M Hold
14,033
– – 0.12% 182
2021
Q2 		$1.09M Hold
14,033
– – 0.13% 166
2021
Q1 		$865K Sell
14,033
-2,091
-13% -$132K 0.11% 191
2020
Q4 		$1.05M Sell
16,124
-658
-4% -$37.8K 0.15% 159
2020
Q3 		$831K Sell
16,782
-265
-2% -$13.7K 0.12% 171
2020
Q2 		$813K Buy
17,047
+3,014
+21% +$145K 0.15% 151
2020
Q1 		$597K Hold
14,033
– – 0.13% 145
2019
Q4 		$734K Hold
14,033
– – 0.13% 144
2019
Q3 		$775K Buy
+14,033
New +$668K 0.14% 132
2018
Q4 		– Sell
-789
Closed -$45K – 496
2018
Q3 		$45K Sell
789
-88
-10% -$4.63K 0.01% 619
2018
Q2 		$44K Sell
877
-2
-0.2% -$104 0.01% 655
2018
Q1 		$44K Buy
+879
New +$41.3K 0.01% 631

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's GMED Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Globus Medical (GMED) in Q4 2024, closing a stake of 12,533 shares — an estimated $897K sold.

Mount Yale Investment Advisors first reported a position in GMED in Q1 2018 and held it in 24 quarters. The position peaked at $1.09M in Q2 2021. 500 funds tracked by Wall St. Rank hold GMED as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Globus Medical position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,533 Globus Medical shares in Q4 2024, an estimated $897K.
  • Mount Yale Investment Advisors first reported a position in Globus Medical in Q1 2018 and held it in 24 quarters.
  • Mount Yale Investment Advisors's Globus Medical position peaked at $1.09M in Q2 2021.
  • 500 funds tracked by Wall St. Rank held Globus Medical as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.