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Aperio Group’s Orthofix Medical OFIX Stock Holding History

Aperio Group’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$513K Buy
11,947
+826
+7% +$30.2K ﹤0.01% 1954
2020
Q3 		$346K Sell
11,121
-510
-4% -$15.8K ﹤0.01% 2006
2020
Q2 		$372K Sell
11,631
-3,961
-25% -$131K ﹤0.01% 1920
2020
Q1 		$437K Buy
15,592
+2,625
+20% +$102K ﹤0.01% 1721
2019
Q4 		$599K Sell
12,967
-1,818
-12% -$85.5K ﹤0.01% 1708
2019
Q3 		$784K Sell
14,785
-4,789
-24% -$247K ﹤0.01% 1525
2019
Q2 		$1.03M Sell
19,574
-730
-4% -$38.8K ﹤0.01% 1390
2019
Q1 		$1.15M Buy
20,304
+253
+1% +$14.2K ﹤0.01% 1301
2018
Q4 		$1.05M Buy
20,051
+2,688
+15% +$153K 0.01% 1282
2018
Q3 		$1M Sell
17,363
-1,291
-7% -$72.3K ﹤0.01% 1408
2018
Q2 		$1.06M Sell
18,654
-245
-1% -$13.9K 0.01% 1349
2018
Q1 		$1.11M Buy
18,899
+626
+3% +$35.1K 0.01% 1256
2017
Q4 		$1M Buy
18,273
+1,033
+6% +$53.6K 0.01% 1301
2017
Q3 		$815K Buy
17,240
+1,924
+13% +$90.6K ﹤0.01% 1391
2017
Q2 		$712K Buy
15,316
+2,902
+23% +$120K ﹤0.01% 1432
2017
Q1 		$474K Buy
12,414
+4,133
+50% +$153K ﹤0.01% 1577
2016
Q4 		$300K Sell
8,281
-671
-7% -$25.5K ﹤0.01% 1794
2016
Q3 		$383K Buy
8,952
+225
+3% +$10K ﹤0.01% 1604
2016
Q2 		$370K Buy
8,727
+870
+11% +$37.8K ﹤0.01% 1557
2016
Q1 		$326K Sell
7,857
-30
-0.4% -$1.18K ﹤0.01% 1606
2015
Q4 		$309K Buy
7,887
+685
+10% +$25.6K ﹤0.01% 1599
2015
Q3 		$243K Buy
7,202
+695
+11% +$24.7K ﹤0.01% 1669
2015
Q2 		$216K Buy
6,507
+55
+0.9% +$1.89K ﹤0.01% 1818
2015
Q1 		$232K Buy
+6,452
New +$203K ﹤0.01% 1736
2014
Q4 		– Sell
-12,145
Closed -$376K – 1899
2014
Q3 		$376K Sell
12,145
-56
-0.5% -$1.86K 0.01% 1271
2014
Q2 		$442K Hold
12,201
– – 0.01% 1189
2014
Q1 		$368K Buy
+12,201
New +$281K 0.01% 1487

Other funds holding OFIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aperio Group's OFIX Position: Q4 2020 in Review

Aperio Group increased its Orthofix Medical (OFIX) stake by 7.4% in Q4 2020, buying an estimated $30.2K and bringing the position to 11,947 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Aperio Group first reported a position in OFIX in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.15M in Q1 2019. 141 funds tracked by Wall St. Rank hold OFIX as of Q4 2020.

  • Aperio Group held 11,947 shares of Orthofix Medical worth $513K as of Q4 2020.
  • Aperio Group bought 826 Orthofix Medical shares in Q4 2020, an estimated $30.2K.
  • Orthofix Medical made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1954 holding.
  • Aperio Group first reported a position in Orthofix Medical in Q1 2014 and has held it in 27 quarters since.
  • Aperio Group's Orthofix Medical position peaked at $1.15M in Q1 2019.
  • 141 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.