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Stoneridge Investment Partners’s Globus Medical GMED Stock Holding History

Stoneridge Investment Partners’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
2016
Q4 		– Sell
-73,866
Closed -$1.67M – 308
2016
Q3 		$1.67M Buy
73,866
+22,527
+44% +$529K 0.24% 129
2016
Q2 		$1.22M Buy
+51,339
New +$1.23M 0.18% 153

Other funds holding GMED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

Stoneridge Investment Partners's GMED Position: Q4 2016 in Review

Stoneridge Investment Partners sold out of Globus Medical (GMED) in Q4 2016, closing a stake of 73,866 shares — an estimated $1.67M sold.

Stoneridge Investment Partners first reported a position in GMED in Q2 2016 and held it in 2 quarters. The position peaked at $1.67M in Q3 2016. 207 funds tracked by Wall St. Rank hold GMED as of Q4 2016.

  • Stoneridge Investment Partners reported no remaining Globus Medical position as of Q4 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 73,866 Globus Medical shares in Q4 2016, an estimated $1.67M.
  • Stoneridge Investment Partners first reported a position in Globus Medical in Q2 2016 and held it in 2 quarters.
  • Stoneridge Investment Partners's Globus Medical position peaked at $1.67M in Q3 2016.
  • 207 funds tracked by Wall St. Rank held Globus Medical as of Q4 2016.

Based on Stoneridge Investment Partners's 13F filing for Q4 2016, filed 27 Jan 2017.