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West Oak Capital’s Globus Medical GMED Stock Holding History

West Oak Capital’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
2024
Q2 		– Sell
-48
Closed -$3K – 324
2024
Q1 		$3K Hold
48
– – ﹤0.01% 274
2023
Q4 		$3K Hold
48
– – ﹤0.01% 276
2023
Q3 		$2K Buy
+48
New +$2.68K ﹤0.01% 283

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

West Oak Capital's GMED Position: Q2 2024 in Review

West Oak Capital sold out of Globus Medical (GMED) in Q2 2024, closing a stake of 48 shares — an estimated $3K sold.

West Oak Capital first reported a position in GMED in Q3 2023 and held it in 3 quarters. The position peaked at $3K in Q1 2024. 450 funds tracked by Wall St. Rank hold GMED as of Q2 2024.

  • West Oak Capital reported no remaining Globus Medical position as of Q2 2024 after selling out during the quarter.
  • West Oak Capital sold 48 Globus Medical shares in Q2 2024, an estimated $3K.
  • West Oak Capital first reported a position in Globus Medical in Q3 2023 and held it in 3 quarters.
  • West Oak Capital's Globus Medical position peaked at $3K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Globus Medical as of Q2 2024.

Based on West Oak Capital's 13F filing for Q2 2024, filed 24 Jul 2024.