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Symphony Financial’s Globus Medical GMED Stock Holding History

Symphony Financial’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
Q1 		– Sell
-11,327
Closed -$838K – 204
2021
Q4 		$838K Sell
11,327
-251
-2% -$18.2K 0.23% 78
2021
Q3 		$914K Hold
11,578
– – 0.32% 56
2021
Q2 		$890K Hold
11,578
– – 0.3% 60
2021
Q1 		$739K Buy
11,578
+308
+3% +$19.5K 0.2% 80
2020
Q4 		$714K Buy
11,270
+187
+2% +$10.8K 0.26% 65
2020
Q3 		$549K Buy
11,083
+284
+3% +$14.6K 0.22% 73
2020
Q2 		$515K Buy
+10,799
New +$521K 0.25% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Symphony Financial's GMED Position: Q1 2022 in Review

Symphony Financial sold out of Globus Medical (GMED) in Q1 2022, closing a stake of 11,327 shares — an estimated $838K sold.

Symphony Financial first reported a position in GMED in Q2 2020 and held it in 7 quarters. The position peaked at $914K in Q3 2021. 377 funds tracked by Wall St. Rank hold GMED as of Q1 2022.

  • Symphony Financial reported no remaining Globus Medical position as of Q1 2022 after selling out during the quarter.
  • Symphony Financial sold 11,327 Globus Medical shares in Q1 2022, an estimated $838K.
  • Symphony Financial first reported a position in Globus Medical in Q2 2020 and held it in 7 quarters.
  • Symphony Financial's Globus Medical position peaked at $914K in Q3 2021.
  • 377 funds tracked by Wall St. Rank held Globus Medical as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.