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Oak Ridge Investments’s Globus Medical GMED Stock Holding History

Oak Ridge Investments’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
2020
Q1 		– Sell
-288,231
Closed -$17M – 177
2019
Q4 		$17M Sell
288,231
-22,386
-7% -$1.22M 1.25% 21
2019
Q3 		$15.9M Sell
310,617
-98,114
-24% -$4.67M 1.19% 25
2019
Q2 		$17.3M Sell
408,731
-191,243
-32% -$8.3M 1.2% 24
2019
Q1 		$29.6M Sell
599,974
-116,369
-16% -$5.26M 1.89% 6
2018
Q4 		$31M Sell
716,343
-51,197
-7% -$2.55M 2.23% 5
2018
Q3 		$43.6M Sell
767,540
-58,885
-7% -$3.1M 2.41% 6
2018
Q2 		$41.7M Sell
826,425
-65,811
-7% -$3.43M 2.36% 4
2018
Q1 		$44.5M Sell
892,236
-55,365
-6% -$2.6M 2.47% 4
2017
Q4 		$38.9M Sell
947,601
-365,753
-28% -$12.8M 1.86% 8
2017
Q3 		$39M Sell
1,313,354
-379,841
-22% -$11.6M 1.59% 15
2017
Q2 		$56.1M Buy
1,693,195
+38,519
+2% +$1.21M 1.79% 15
2017
Q1 		$49M Sell
1,654,676
-287,481
-15% -$7.85M 1.65% 22
2016
Q4 		$48.2M Sell
1,942,157
-418,798
-18% -$9.52M 1.56% 25
2016
Q3 		$53.3M Sell
2,360,955
-210,618
-8% -$4.95M 1.38% 26
2016
Q2 		$61.3M Sell
2,571,573
-226,969
-8% -$5.44M 1.57% 24
2016
Q1 		$66.5M Sell
2,798,542
-42,173
-1% -$1.03M 1.68% 21
2015
Q4 		$79M Sell
2,840,715
-10,464
-0.4% -$263K 1.89% 13
2015
Q3 		$58.9M Buy
2,851,179
+105,025
+4% +$2.66M 1.4% 23
2015
Q2 		$70.5M Buy
2,746,154
+75,304
+3% +$1.91M 1.5% 23
2015
Q1 		$67.4M Buy
2,670,850
+10,082
+0.4% +$246K 1.51% 23
2014
Q4 		$63.2M Buy
2,660,768
+10,201
+0.4% +$226K 1.51% 23
2014
Q3 		$52.1M Sell
2,650,567
-21,399
-0.8% -$440K 1.36% 25
2014
Q2 		$63.9M Buy
2,671,966
+18,039
+0.7% +$435K 1.52% 18
2014
Q1 		$70.6M Buy
2,653,927
+761,636
+40% +$18.1M 1.77% 13
2013
Q4 		$38.2M Buy
1,892,291
+245,068
+15% +$4.55M 1% 41
2013
Q3 		$28.8M Sell
1,647,223
-2,831
-0.2% -$49K 0.79% 49
2013
Q2 		$27.8M Buy
+1,650,054
New +$25.5M 0.87% 46

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Oak Ridge Investments's GMED Position: Q1 2020 in Review

Oak Ridge Investments sold out of Globus Medical (GMED) in Q1 2020, closing a stake of 288,231 shares — an estimated $17M sold.

Oak Ridge Investments first reported a position in GMED in Q2 2013 and held it in 27 quarters. The position peaked at $79M in Q4 2015. 273 funds tracked by Wall St. Rank hold GMED as of Q1 2020.

  • Oak Ridge Investments reported no remaining Globus Medical position as of Q1 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 288,231 Globus Medical shares in Q1 2020, an estimated $17M.
  • Oak Ridge Investments first reported a position in Globus Medical in Q2 2013 and held it in 27 quarters.
  • Oak Ridge Investments's Globus Medical position peaked at $79M in Q4 2015.
  • 273 funds tracked by Wall St. Rank held Globus Medical as of Q1 2020.

Based on Oak Ridge Investments's 13F filing for Q1 2020, filed 13 May 2020.