Swan Capital’s Globus Medical GMED Stock Holding History

Swan Capital’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
2025 Q1	–	Sell	-10	Closed	-$827	–	401
2024 Q4	$827	Buy	+10	New	+$789	﹤0.01%	292

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Swan Capital's GMED Position: Q1 2025 in Review

Swan Capital sold out of Globus Medical (GMED) in Q1 2025, closing a stake of 10 shares — an estimated $827 sold.

Swan Capital first reported a position in GMED in Q4 2024 and held it in 1 quarter. The position peaked at $827 in Q4 2024. 514 funds tracked by Wall St. Rank hold GMED as of Q1 2025.

Swan Capital reported no remaining Globus Medical position as of Q1 2025 after selling out during the quarter.
Swan Capital sold 10 Globus Medical shares in Q1 2025, an estimated $827.
Swan Capital first reported a position in Globus Medical in Q4 2024 and held it in 1 quarter.
Swan Capital's Globus Medical position peaked at $827 in Q4 2024.
514 funds tracked by Wall St. Rank held Globus Medical as of Q1 2025.

Based on Swan Capital's 13F filing for Q1 2025, filed 23 May 2025.