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Trifecta Capital Advisors’s Globus Medical GMED Stock Holding History

Trifecta Capital Advisors’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
2023
Q4 		– Sell
-325
Closed -$16.1K – 444
2023
Q3 		$16.1K Hold
325
– – 0.01% 191
2023
Q2 		$19.4K Hold
325
– – 0.01% 182
2023
Q1 		$18.4K Hold
325
– – 0.01% 189
2022
Q4 		$24.1K Buy
+325
New +$22.1K 0.01% 164

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trifecta Capital Advisors's GMED Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of Globus Medical (GMED) in Q4 2023, closing a stake of 325 shares — an estimated $16.1K sold.

Trifecta Capital Advisors first reported a position in GMED in Q4 2022 and held it in 4 quarters. The position peaked at $24.1K in Q4 2022. 408 funds tracked by Wall St. Rank hold GMED as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining Globus Medical position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 325 Globus Medical shares in Q4 2023, an estimated $16.1K.
  • Trifecta Capital Advisors first reported a position in Globus Medical in Q4 2022 and held it in 4 quarters.
  • Trifecta Capital Advisors's Globus Medical position peaked at $24.1K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Globus Medical as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.