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Steward Financial Group’s Globus Medical GMED Stock Holding History

Steward Financial Group’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 		$3K Buy
+70
New +$3.91K ﹤0.01% 832
2022
Q3 		– Sell
-15
Closed – – 577
2022
Q2 		$0 Buy
+15
New +$986 ﹤0.01% 1122

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's GMED Position: Q3 2023 in Review

Steward Financial Group opened a new position in Globus Medical (GMED) in Q3 2023: 70 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GMED as recently as Q2 2022.

Steward Financial Group first reported a position in GMED in Q2 2022 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold GMED as of Q3 2023.

  • Steward Financial Group held 70 shares of Globus Medical worth $3K as of Q3 2023.
  • Globus Medical was a new Steward Financial Group position in Q3 2023.
  • Globus Medical made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #832 holding.
  • Steward Financial Group first reported a position in Globus Medical in Q2 2022 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Globus Medical as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.