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Congress Asset Management’s Orthofix Medical OFIX Stock Holding History

Congress Asset Management’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
2021
Q2 		– Sell
-6,268
Closed -$272K – 369
2021
Q1 		$272K Buy
6,268
+115
+2% +$5.07K ﹤0.01% 340
2020
Q4 		$264K Sell
6,153
-3,041
-33% -$111K ﹤0.01% 336
2020
Q3 		$286K Buy
9,194
+554
+6% +$17.2K ﹤0.01% 316
2020
Q2 		$276K Buy
8,640
+30
+0.3% +$996 ﹤0.01% 308
2020
Q1 		$241K Buy
8,610
+2,905
+51% +$112K ﹤0.01% 313
2019
Q4 		$263K Sell
5,705
-1,545
-21% -$72.6K ﹤0.01% 336
2019
Q3 		$384K Buy
7,250
+2,825
+64% +$146K ﹤0.01% 321
2019
Q2 		$234K Buy
+4,425
New +$235K ﹤0.01% 345

Other funds holding OFIX

BlackRock
BlackRock New York $5.7T 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return