NewEdge Wealth’s Globus Medical GMED Stock Holding History

NewEdge Wealth’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	-37,936	Closed	-$2.82M	–	627
2022 Q4	$2.82M	Buy	37,936 +14,628	+63%	+$996K	0.12%	158
2022 Q3	$1.39M	Sell	23,308 -151	-0.6%	-$9.09K	0.07%	239
2022 Q2	$1.32M	Buy	+23,459	New	+$1.54M	0.06%	253

Other funds holding GMED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

NewEdge Wealth's GMED Position: Q1 2023 in Review

NewEdge Wealth sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 37,936 shares — an estimated $2.82M sold.

NewEdge Wealth first reported a position in GMED in Q2 2022 and held it in 3 quarters. The position peaked at $2.82M in Q4 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

NewEdge Wealth reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
NewEdge Wealth sold 37,936 Globus Medical shares in Q1 2023, an estimated $2.82M.
NewEdge Wealth first reported a position in Globus Medical in Q2 2022 and held it in 3 quarters.
NewEdge Wealth's Globus Medical position peaked at $2.82M in Q4 2022.
390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on NewEdge Wealth's 13F filing for Q1 2023, filed 8 May 2023.