Reilly Financial Advisors’s Globus Medical GMED Stock Holding History

Reilly 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
2021 Q3	–	Sell	-300	Closed	-$23K	–	967
2021 Q2	$23K	Hold	300	–	–	﹤0.01%	526
2021 Q1	$19K	Hold	300	–	–	﹤0.01%	549
2020 Q4	$20K	Hold	300	–	–	﹤0.01%	489
2020 Q3	$15K	Hold	300	–	–	﹤0.01%	490
2020 Q2	$14K	Hold	300	–	–	﹤0.01%	510
2020 Q1	$13K	Hold	300	–	–	﹤0.01%	498
2019 Q4	$18K	Hold	300	–	–	﹤0.01%	522
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	562
2019 Q2	$13K	Hold	300	–	–	﹤0.01%	616
2019 Q1	$15K	Hold	300	–	–	﹤0.01%	591
2018 Q4	$13K	Sell	300 -200	-40%	-$9.98K	﹤0.01%	585
2018 Q3	$28K	Buy	500 +200	+67%	+$10.5K	﹤0.01%	474
2018 Q2	$15K	Hold	300	–	–	﹤0.01%	578
2018 Q1	$15K	Sell	300 -172	-36%	-$8.08K	﹤0.01%	560
2017 Q4	$19K	Hold	472	–	–	﹤0.01%	525
2017 Q3	$14K	Hold	472	–	–	﹤0.01%	567
2017 Q2	$16K	Hold	472	–	–	﹤0.01%	551
2017 Q1	$14K	Buy	+472	New	+$12.9K	﹤0.01%	541

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Reilly Financial Advisors's GMED Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Globus Medical (GMED) in Q3 2021, closing a stake of 300 shares — an estimated $23K sold.

Reilly Financial Advisors first reported a position in GMED in Q1 2017 and held it in 18 quarters. The position peaked at $28K in Q3 2018. 388 funds tracked by Wall St. Rank hold GMED as of Q3 2021.

Reilly Financial Advisors reported no remaining Globus Medical position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 300 Globus Medical shares in Q3 2021, an estimated $23K.
Reilly Financial Advisors first reported a position in Globus Medical in Q1 2017 and held it in 18 quarters.
Reilly Financial Advisors's Globus Medical position peaked at $28K in Q3 2018.
388 funds tracked by Wall St. Rank held Globus Medical as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.