SWM
GMED icon

Selective Wealth Management’s Globus Medical GMED Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-900
Closed -$51K – 792
2022
Q2 		$51K Hold
900
– – 0.02% 319
2022
Q1 		$66K Hold
900
– – 0.02% 260
2021
Q4 		$65K Hold
900
– – 0.03% 242
2021
Q3 		$69K Buy
900
+450
+100% +$36.1K 0.04% 227
2021
Q2 		$35K Buy
+450
New +$32K 0.03% 223

Other funds holding GMED

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selective Wealth Management's GMED Position: Q3 2022 in Review

Selective Wealth Management sold out of Globus Medical (GMED) in Q3 2022, closing a stake of 900 shares — an estimated $51K sold.

Selective Wealth Management first reported a position in GMED in Q2 2021 and held it in 5 quarters. The position peaked at $69K in Q3 2021. 370 funds tracked by Wall St. Rank hold GMED as of Q3 2022.

  • Selective Wealth Management reported no remaining Globus Medical position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 900 Globus Medical shares in Q3 2022, an estimated $51K.
  • Selective Wealth Management first reported a position in Globus Medical in Q2 2021 and held it in 5 quarters.
  • Selective Wealth Management's Globus Medical position peaked at $69K in Q3 2021.
  • 370 funds tracked by Wall St. Rank held Globus Medical as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.