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UBS’s Globus Medical GMED Stock Holding History

UBS’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
2014
Q3 		$388K Buy
19,700
+2,477
+14% +$51K ﹤0.01% 4521
2014
Q2 		$412K Sell
17,223
-2,258
-12% -$54.5K ﹤0.01% 4411
2014
Q1 		$518K Sell
19,481
-2,721
-12% -$64.7K ﹤0.01% 4190
2013
Q4 		$448K Buy
22,202
+10,902
+96% +$202K ﹤0.01% 4461
2013
Q3 		$197K Sell
11,300
-28,924
-72% -$501K ﹤0.01% 5202
2013
Q2 		$678K Buy
+40,224
New +$621K ﹤0.01% 3756

Other funds holding GMED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

UBS's GMED Position: Q3 2014 in Review

UBS increased its Globus Medical (GMED) stake by 14% in Q3 2014, buying an estimated $51K and bringing the position to 19,700 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

UBS first reported a position in GMED in Q2 2013 and has held it in 6 quarters since. The position peaked at $678K in Q2 2013. 166 funds tracked by Wall St. Rank hold GMED as of Q3 2014.

  • UBS held 19,700 shares of Globus Medical worth $388K as of Q3 2014.
  • UBS bought 2,477 Globus Medical shares in Q3 2014, an estimated $51K.
  • Globus Medical made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4521 holding.
  • UBS first reported a position in Globus Medical in Q2 2013 and has held it in 6 quarters since.
  • UBS's Globus Medical position peaked at $678K in Q2 2013.
  • 166 funds tracked by Wall St. Rank held Globus Medical as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.