Valeo Financial Advisors’s Globus Medical GMED Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-500	Closed	-$31K	–	1029
2021 Q1	$31K	Hold	500	–	–	﹤0.01%	1023
2020 Q4	$33K	Hold	500	–	–	﹤0.01%	910
2020 Q3	$25K	Hold	500	–	–	﹤0.01%	865
2020 Q2	$24K	Hold	500	–	–	﹤0.01%	992
2020 Q1	$24K	Hold	500	–	–	﹤0.01%	843
2019 Q4	$29K	Hold	500	–	–	﹤0.01%	826
2019 Q3	$26K	Hold	500	–	–	﹤0.01%	778
2019 Q2	$21K	Hold	500	–	–	﹤0.01%	827
2019 Q1	$25K	Hold	500	–	–	﹤0.01%	714
2018 Q4	$22K	Hold	500	–	–	﹤0.01%	685
2018 Q3	$26K	Sell	500 -2,500	-83%	-$132K	﹤0.01%	688
2018 Q2	$156K	Sell	3,000 -3,599	-55%	-$188K	0.02%	318
2018 Q1	$329K	Buy	6,599 +6,000	+1,002%	+$282K	0.05%	198
2017 Q4	$25K	Buy	599 +299	+100%	+$10.5K	﹤0.01%	619
2017 Q3	$9K	Buy	+300	New	+$9.16K	﹤0.01%	723

Other funds holding GMED

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Valeo Financial Advisors's GMED Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Globus Medical (GMED) in Q2 2021, closing a stake of 500 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in GMED in Q3 2017 and held it in 15 quarters. The position peaked at $329K in Q1 2018. 354 funds tracked by Wall St. Rank hold GMED as of Q2 2021.

Valeo Financial Advisors reported no remaining Globus Medical position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 500 Globus Medical shares in Q2 2021, an estimated $31K.
Valeo Financial Advisors first reported a position in Globus Medical in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Globus Medical position peaked at $329K in Q1 2018.
354 funds tracked by Wall St. Rank held Globus Medical as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.