Walled Lake Planning & Wealth Management’s Globus Medical GMED Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-102	Closed	-$8K	–	186
2021 Q3	$8K	Hold	102	–	–	﹤0.01%	270
2021 Q2	$8K	Hold	102	–	–	0.01%	257
2021 Q1	$6K	Hold	102	–	–	﹤0.01%	259
2020 Q4	$7K	Hold	102	–	–	0.01%	231
2020 Q3	$5K	Hold	102	–	–	﹤0.01%	252
2020 Q2	$5K	Hold	102	–	–	﹤0.01%	239
2020 Q1	$4K	Hold	102	–	–	﹤0.01%	245
2019 Q4	$6K	Buy	+102	New	+$5.54K	﹤0.01%	226

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GMED Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Globus Medical (GMED) in Q4 2021, closing a stake of 102 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in GMED in Q4 2019 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 373 funds tracked by Wall St. Rank hold GMED as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Globus Medical position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 102 Globus Medical shares in Q4 2021, an estimated $8K.
Walled Lake Planning & Wealth Management first reported a position in Globus Medical in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Globus Medical position peaked at $8K in Q3 2021.
373 funds tracked by Wall St. Rank held Globus Medical as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.