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Next Financial Group’s Globus Medical GMED Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-900
Closed -$69K – 2898
2021
Q3 		$69K Hold
900
– – 0.01% 1279
2021
Q2 		$70K Hold
900
– – 0.01% 1251
2021
Q1 		$56K Buy
+900
New +$57K 0.01% 1235
2020
Q1 		– Sell
-33
Closed -$2K – 2223
2019
Q4 		$2K Sell
33
-2,887
-99% -$157K ﹤0.01% 2165
2019
Q3 		$149K Buy
+2,920
New +$139K 0.02% 773
2015
Q4 		– Sell
-100
Closed -$2K – 1840
2015
Q3 		$2K Hold
100
– – ﹤0.01% 1617
2015
Q2 		$2K Buy
+100
New +$2.53K ﹤0.01% 1666

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Next Financial Group's GMED Position: Q4 2021 in Review

Next Financial Group sold out of Globus Medical (GMED) in Q4 2021, closing a stake of 900 shares — an estimated $69K sold.

Next Financial Group first reported a position in GMED in Q2 2015 and held it in 7 quarters. The position peaked at $149K in Q3 2019. 373 funds tracked by Wall St. Rank hold GMED as of Q4 2021.

  • Next Financial Group reported no remaining Globus Medical position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 900 Globus Medical shares in Q4 2021, an estimated $69K.
  • Next Financial Group first reported a position in Globus Medical in Q2 2015 and held it in 7 quarters.
  • Next Financial Group's Globus Medical position peaked at $149K in Q3 2019.
  • 373 funds tracked by Wall St. Rank held Globus Medical as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.