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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
2023
Q4 		– Sell
-10,000
Closed -$8.07K – 519
2023
Q3 		$8.07K Buy
+10,000
New +$559K ﹤0.01% 496

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.