Whittier Trust’s Globus Medical GMED Stock Holding History

Whittier Trust’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
2026 Q1	$49.8K	Hold	562	–	–	﹤0.01%	839
2025 Q4	$52.4K	Hold	562	–	–	﹤0.01%	859
2025 Q3	$34K	Hold	562	–	–	﹤0.01%	921
2025 Q2	$33.2K	Sell	562 -18	-3%	-$1.16K	﹤0.01%	1026
2025 Q1	$42.5K	Buy	580 +184	+46%	+$15.2K	﹤0.01%	963
2024 Q4	$32.7K	Buy	396 +90	+29%	+$7.1K	﹤0.01%	1009
2024 Q3	$21.9K	Hold	306	–	–	﹤0.01%	1085
2024 Q2	$21K	Buy	306 +38	+14%	+$2.27K	﹤0.01%	1084
2024 Q1	$14.4K	Hold	268	–	–	﹤0.01%	1205
2023 Q4	$14.3K	Sell	268 -134	-33%	-$6.53K	﹤0.01%	1172
2023 Q3	$20K	Hold	402	–	–	﹤0.01%	1114
2023 Q2	$23.9K	Hold	402	–	–	﹤0.01%	1082
2023 Q1	$22.8K	Buy	402 +122	+44%	+$7.82K	﹤0.01%	1127
2022 Q4	$20.8K	Buy	+280	New	+$19.1K	﹤0.01%	1136
2018 Q2	–	Sell	-151	Closed	-$8K	–	1294
2018 Q1	$8K	Hold	151	–	–	﹤0.01%	1080
2017 Q4	$6K	Hold	151	–	–	﹤0.01%	1105
2017 Q3	$4K	Hold	151	–	–	﹤0.01%	1161
2017 Q2	$5K	Hold	151	–	–	﹤0.01%	1088
2017 Q1	$4K	Buy	+151	New	+$4.12K	﹤0.01%	1177

Other funds holding GMED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return