Zeke Capital Advisors’s Globus Medical GMED Stock Holding History

Zeke Capital 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
2022 Q4	$5.39M	Hold	72,554	–	–	0.35%	33
2022 Q3	$4.32M	Hold	72,554	–	–	0.31%	42
2022 Q2	$4.07M	Hold	72,554	–	–	0.27%	45
2022 Q1	$5.35M	Hold	72,554	–	–	0.27%	45
2021 Q4	$5.24M	Hold	72,554	–	–	0.31%	37
2021 Q3	$5.56M	Sell	72,554 -11,476	-14%	-$921K	0.32%	40
2021 Q2	$6.51M	Sell	84,030 -38,230	-31%	-$2.72M	0.41%	40
2021 Q1	$7.54M	Sell	122,260 -831	-0.7%	-$52.6K	0.53%	36
2020 Q4	$8.03M	Sell	123,091 -11,266	-8%	-$648K	0.66%	30
2020 Q3	$6.65M	Hold	134,357	–	–	0.77%	25
2020 Q2	$6.41M	Sell	134,357 -1,027	-0.8%	-$49.5K	1.23%	21
2020 Q1	$5.76M	Sell	135,384 -96	-0.1%	-$4.74K	1.63%	13
2019 Q4	$7.98M	Sell	135,480 -9,920	-7%	-$539K	0.66%	29
2019 Q3	$7.43M	Hold	145,400	–	–	0.66%	27
2019 Q2	$6.15M	Hold	145,400	–	–	0.58%	31
2019 Q1	$7.18M	Hold	145,400	–	–	0.67%	29
2018 Q4	$6.29M	Buy	+145,400	New	+$7.25M	0.6%	31
2018 Q3	–	Sell	-4,566	Closed	-$230K	–	691
2018 Q2	$230K	Hold	4,566	–	–	0.02%	504
2018 Q1	$227K	Buy	+4,566	New	+$215K	0.02%	533
2016 Q1	–	Sell	-648,022	Closed	-$18M	–	32
2015 Q4	$18M	Hold	648,022	–	–	15.48%	2
2015 Q3	$13.4M	Sell	648,022 -10,100	-2%	-$256K	8.81%	4
2015 Q2	$16.9M	Hold	658,122	–	–	13.53%	2
2015 Q1	$16.6M	Hold	658,122	–	–	12.93%	2
2014 Q4	$15.6M	Hold	658,122	–	–	12.17%	2
2014 Q3	$12.9M	Sell	658,122 -25,000	-4%	-$514K	11.77%	2
2014 Q2	$16.3M	Buy	+683,122	New	+$16.5M	13.15%	2

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

Zeke Capital Advisors's GMED Position: Q4 2022 in Review

Zeke Capital Advisors held its Globus Medical (GMED) position steady in Q4 2022 at 72,554 shares worth $5.39M. The position accounts for 0.35% of the portfolio, ranked #33.

Zeke Capital Advisors first reported a position in GMED in Q2 2014 and has held it in 26 quarters since. The position peaked at $18M in Q4 2015. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

Zeke Capital Advisors held 72,554 shares of Globus Medical worth $5.39M as of Q4 2022.
Zeke Capital Advisors left its Globus Medical share count unchanged in Q4 2022.
Globus Medical made up 0.35% of Zeke Capital Advisors's portfolio in Q4 2022, its #33 holding.
Zeke Capital Advisors first reported a position in Globus Medical in Q2 2014 and has held it in 26 quarters since.
Zeke Capital Advisors's Globus Medical position peaked at $18M in Q4 2015.
390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.