Plante Moran Financial Advisors’s Globus Medical GMED Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-76	Closed	-$4.53K	–	800
2023 Q2	$4.53K	Hold	76	–	–	﹤0.01%	643
2023 Q1	$4.3K	Hold	76	–	–	﹤0.01%	657
2022 Q4	$5.64K	Hold	76	–	–	﹤0.01%	660
2022 Q3	$5K	Sell	76 -17	-18%	-$1.02K	﹤0.01%	694
2022 Q2	$5K	Buy	93 +17	+22%	+$1.12K	﹤0.01%	712
2022 Q1	$6K	Hold	76	–	–	﹤0.01%	654
2021 Q4	$5K	Hold	76	–	–	﹤0.01%	816
2021 Q3	$6K	Hold	76	–	–	﹤0.01%	759
2021 Q2	$6K	Hold	76	–	–	﹤0.01%	755
2021 Q1	$5K	Hold	76	–	–	﹤0.01%	776
2020 Q4	$5K	Hold	76	–	–	﹤0.01%	696
2020 Q3	$4K	Hold	76	–	–	﹤0.01%	713
2020 Q2	$4K	Hold	76	–	–	﹤0.01%	616
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	618
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	636
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	715
2019 Q2	$3K	Sell	76 -200	-72%	-$8.69K	﹤0.01%	692
2019 Q1	$14K	Buy	276 +200	+263%	+$9.05K	﹤0.01%	516
2018 Q4	$3K	Hold	76	–	–	﹤0.01%	654
2018 Q3	$4K	Sell	76 -32	-30%	-$1.68K	﹤0.01%	608
2018 Q2	$5K	Hold	108	–	–	﹤0.01%	629
2018 Q1	$5K	Buy	108 +64	+145%	+$3.01K	﹤0.01%	718
2017 Q4	$2K	Hold	44	–	–	﹤0.01%	788
2017 Q3	$1K	Hold	44	–	–	﹤0.01%	765
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	784
2017 Q1	$1K	Sell	44 -80	-65%	-$2.18K	﹤0.01%	827
2016 Q4	$3K	Sell	124 -661	-84%	-$15K	﹤0.01%	796
2016 Q3	$18K	Buy	+785	New	+$18.4K	0.01%	508

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

Plante Moran Financial Advisors's GMED Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Globus Medical (GMED) in Q3 2023, closing a stake of 76 shares — an estimated $4.53K sold.

Plante Moran Financial Advisors first reported a position in GMED in Q3 2016 and held it in 28 quarters. The position peaked at $18K in Q3 2016. 431 funds tracked by Wall St. Rank hold GMED as of Q3 2023.

Plante Moran Financial Advisors reported no remaining Globus Medical position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 76 Globus Medical shares in Q3 2023, an estimated $4.53K.
Plante Moran Financial Advisors first reported a position in Globus Medical in Q3 2016 and held it in 28 quarters.
Plante Moran Financial Advisors's Globus Medical position peaked at $18K in Q3 2016.
431 funds tracked by Wall St. Rank held Globus Medical as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.