Surevest’s Globus Medical GMED Stock Holding History

Surevest’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	-37	Closed	-$2K	–	541
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	416
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	361
2021 Q4	$3K	Buy	+37	New	+$2.69K	﹤0.01%	365

Other funds holding GMED

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

CIP

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's GMED Position: Q3 2022 in Review

Surevest sold out of Globus Medical (GMED) in Q3 2022, closing a stake of 37 shares — an estimated $2K sold.

Surevest first reported a position in GMED in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 370 funds tracked by Wall St. Rank hold GMED as of Q3 2022.

Surevest reported no remaining Globus Medical position as of Q3 2022 after selling out during the quarter.
Surevest sold 37 Globus Medical shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Globus Medical in Q4 2021 and held it in 3 quarters.
Surevest's Globus Medical position peaked at $3K in Q1 2022.
370 funds tracked by Wall St. Rank held Globus Medical as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.