Schubert & Co’s Globus Medical GMED Stock Holding History

Schubert & Co’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 Q2	–	Sell	-17	Closed	-$963	–	634
2023 Q1	$963	Sell	17 -23	-58%	-$1.48K	﹤0.01%	1207
2022 Q4	$2.97K	Buy	40 +11	+38%	+$749	﹤0.01%	657
2022 Q3	$2K	Buy	29 +12	+71%	+$723	﹤0.01%	802
2022 Q2	$1K	Buy	17 +10	+143%	+$657	﹤0.01%	1105
2022 Q1	$1K	Buy	7 +1	+17%	+$70	﹤0.01%	706
2021 Q4	$0	Buy	+6	New	+$436	﹤0.01%	1107

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

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

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

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

CIP

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Schubert & Co's GMED Position: Q2 2023 in Review

Schubert & Co sold out of Globus Medical (GMED) in Q2 2023, closing a stake of 17 shares — an estimated $963 sold.

Schubert & Co first reported a position in GMED in Q4 2021 and held it in 6 quarters. The position peaked at $2.97K in Q4 2022. 382 funds tracked by Wall St. Rank hold GMED as of Q2 2023.

Schubert & Co reported no remaining Globus Medical position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 17 Globus Medical shares in Q2 2023, an estimated $963.
Schubert & Co first reported a position in Globus Medical in Q4 2021 and held it in 6 quarters.
Schubert & Co's Globus Medical position peaked at $2.97K in Q4 2022.
382 funds tracked by Wall St. Rank held Globus Medical as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.