Pathstone Family Office’s Globus Medical GMED Stock Holding History

Pathstone Family Office’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 Q3	$613K	Buy	12,341 +2,914	+31%	+$163K	﹤0.01%	944
2023 Q2	$563K	Buy	9,427 +519	+6%	+$29.6K	0.01%	706
2023 Q1	$503K	Sell	8,908 -14,174	-61%	-$909K	0.01%	695
2022 Q4	$635K	Buy	23,082 +1,876	+9%	+$128K	0.01%	991
2022 Q3	$1.26M	Buy	21,206 +14,010	+195%	+$844K	0.01%	632
2022 Q2	$404K	Sell	7,196 -4,817	-40%	-$317K	0.01%	666
2022 Q1	$885K	Buy	+12,013	New	+$835K	0.02%	358
2021 Q1	–	Sell	-12	Closed	-$1K	–	932
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1088
2020 Q3	$1K	Sell	12 -12	-50%	-$619	﹤0.01%	738
2020 Q2	$2K	Buy	+24	New	+$1.16K	﹤0.01%	627

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's GMED Position: Q3 2023 in Review

Pathstone Family Office increased its Globus Medical (GMED) stake by 31% in Q3 2023, buying an estimated $163K and bringing the position to 12,341 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Pathstone Family Office first reported a position in GMED in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2022. 431 funds tracked by Wall St. Rank hold GMED as of Q3 2023.

Pathstone Family Office held 12,341 shares of Globus Medical worth $613K as of Q3 2023.
Pathstone Family Office bought 2,914 Globus Medical shares in Q3 2023, an estimated $163K.
Globus Medical made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #944 holding.
Pathstone Family Office first reported a position in Globus Medical in Q2 2020 and has held it in 10 quarters since.
Pathstone Family Office's Globus Medical position peaked at $1.26M in Q3 2022.
431 funds tracked by Wall St. Rank held Globus Medical as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.