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Oakworth Capital’s Globus Medical GMED Stock Holding History

Oakworth Capital’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
2024
Q3 		– Sell
-70
Closed -$4.79K – 710
2024
Q2 		$4.79K Hold
70
– – ﹤0.01% 573
2024
Q1 		$3.75K Hold
70
– – ﹤0.01% 571
2023
Q4 		$3.73K Buy
+70
New +$3.41K ﹤0.01% 573
2019
Q3 		– Sell
-900
Closed -$38K – 595
2019
Q2 		$38K Buy
+900
New +$39.1K 0.01% 353

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Oakworth Capital's GMED Position: Q3 2024 in Review

Oakworth Capital sold out of Globus Medical (GMED) in Q3 2024, closing a stake of 70 shares — an estimated $4.79K sold.

Oakworth Capital first reported a position in GMED in Q2 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 449 funds tracked by Wall St. Rank hold GMED as of Q3 2024.

  • Oakworth Capital reported no remaining Globus Medical position as of Q3 2024 after selling out during the quarter.
  • Oakworth Capital sold 70 Globus Medical shares in Q3 2024, an estimated $4.79K.
  • Oakworth Capital first reported a position in Globus Medical in Q2 2019 and held it in 4 quarters.
  • Oakworth Capital's Globus Medical position peaked at $38K in Q2 2019.
  • 449 funds tracked by Wall St. Rank held Globus Medical as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.