Summit Global Investments’s Globus Medical GMED Stock Holding History

Summit Global Investments’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 Q4	–	Sell	-8,700	Closed	-$667K	–	570
2021 Q3	$667K	Sell	8,700 -1,018	-10%	-$81.7K	0.05%	264
2021 Q2	$753K	Sell	9,718 -5,200	-35%	-$370K	0.05%	272
2021 Q1	$920K	Buy	14,918 +3,918	+36%	+$248K	0.06%	213
2020 Q4	$717K	Buy	11,000 +300	+3%	+$17.2K	0.07%	173
2020 Q3	$530K	Sell	10,700 -3,900	-27%	-$201K	0.05%	182
2020 Q2	$697K	Buy	14,600 +3,100	+27%	+$150K	0.08%	159
2020 Q1	$489K	Buy	+11,500	New	+$568K	0.07%	174
2018 Q1	–	Sell	-15,100	Closed	-$621K	–	288
2017 Q4	$621K	Sell	15,100 -1,500	-9%	-$52.5K	0.1%	135
2017 Q3	$493K	Buy	+16,600	New	+$507K	0.08%	202

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

CIP

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

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

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

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

Summit Global Investments's GMED Position: Q4 2021 in Review

Summit Global Investments sold out of Globus Medical (GMED) in Q4 2021, closing a stake of 8,700 shares — an estimated $667K sold.

Summit Global Investments first reported a position in GMED in Q3 2017 and held it in 9 quarters. The position peaked at $920K in Q1 2021. 373 funds tracked by Wall St. Rank hold GMED as of Q4 2021.

Summit Global Investments reported no remaining Globus Medical position as of Q4 2021 after selling out during the quarter.
Summit Global Investments sold 8,700 Globus Medical shares in Q4 2021, an estimated $667K.
Summit Global Investments first reported a position in Globus Medical in Q3 2017 and held it in 9 quarters.
Summit Global Investments's Globus Medical position peaked at $920K in Q1 2021.
373 funds tracked by Wall St. Rank held Globus Medical as of Q4 2021.

Based on Summit Global Investments's 13F filing for Q4 2021, filed 14 Feb 2022.