Oakbrook Investments’s Globus Medical GMED Stock Holding History

Oakbrook 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	-5,400	Closed	-$318K	–	265
2019 Q4	$318K	Buy	+5,400	New	+$293K	0.06%	451
2019 Q3	–	Sell	-5,400	Closed	-$228K	–	616
2019 Q2	$228K	Buy	5,400 +300	+6%	+$13K	0.01%	550
2019 Q1	$252K	Buy	5,100 +100	+2%	+$4.52K	0.02%	535
2018 Q4	$216K	Sell	5,000 -500	-9%	-$24.9K	0.01%	534
2018 Q3	$312K	Sell	5,500 -100	-2%	-$5.26K	0.02%	541
2018 Q2	$283K	Buy	5,600 +100	+2%	+$5.21K	0.02%	474
2018 Q1	$274K	Buy	+5,500	New	+$259K	0.02%	491

Other funds holding GMED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Oakbrook Investments's GMED Position: Q1 2020 in Review

Oakbrook Investments sold out of Globus Medical (GMED) in Q1 2020, closing a stake of 5,400 shares — an estimated $318K sold.

Oakbrook Investments first reported a position in GMED in Q1 2018 and held it in 7 quarters. The position peaked at $318K in Q4 2019. 273 funds tracked by Wall St. Rank hold GMED as of Q1 2020.

Oakbrook Investments reported no remaining Globus Medical position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 5,400 Globus Medical shares in Q1 2020, an estimated $318K.
Oakbrook Investments first reported a position in Globus Medical in Q1 2018 and held it in 7 quarters.
Oakbrook Investments's Globus Medical position peaked at $318K in Q4 2019.
273 funds tracked by Wall St. Rank held Globus Medical as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.