Cavalier Investments’s Orthofix Medical OFIX Stock Holding History

Cavalier Investments’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
2018 Q2	–	Sell	-5,000	Closed	-$294K	–	182
2018 Q1	$294K	Buy	+5,000	New	+$280K	0.1%	132

Other funds holding OFIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Cavalier Investments's OFIX Position: Q2 2018 in Review

Cavalier Investments sold out of Orthofix Medical (OFIX) in Q2 2018, closing a stake of 5,000 shares — an estimated $294K sold.

Cavalier Investments first reported a position in OFIX in Q1 2018 and held it in 1 quarter. The position peaked at $294K in Q1 2018. 163 funds tracked by Wall St. Rank hold OFIX as of Q2 2018.

Cavalier Investments reported no remaining Orthofix Medical position as of Q2 2018 after selling out during the quarter.
Cavalier Investments sold 5,000 Orthofix Medical shares in Q2 2018, an estimated $294K.
Cavalier Investments first reported a position in Orthofix Medical in Q1 2018 and held it in 1 quarter.
Cavalier Investments's Orthofix Medical position peaked at $294K in Q1 2018.
163 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.