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Convergence Investment Partners’s Orthofix Medical OFIX Stock Holding History

Convergence Investment Partners’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
2017
Q2 		– Sell
-38,020
Closed -$1.45M – 385
2017
Q1 		$1.45M Buy
+38,020
New +$1.41M 0.2% 194
2016
Q4 		– Sell
-35,050
Closed -$1.5M – 363
2016
Q3 		$1.5M Buy
+35,050
New +$1.56M 0.22% 175

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KAM
Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Convergence Investment Partners's OFIX Position: Q2 2017 in Review

Convergence Investment Partners sold out of Orthofix Medical (OFIX) in Q2 2017, closing a stake of 38,020 shares — an estimated $1.45M sold.

Convergence Investment Partners first reported a position in OFIX in Q3 2016 and held it in 2 quarters. The position peaked at $1.5M in Q3 2016. 132 funds tracked by Wall St. Rank hold OFIX as of Q2 2017.

  • Convergence Investment Partners reported no remaining Orthofix Medical position as of Q2 2017 after selling out during the quarter.
  • Convergence Investment Partners sold 38,020 Orthofix Medical shares in Q2 2017, an estimated $1.45M.
  • Convergence Investment Partners first reported a position in Orthofix Medical in Q3 2016 and held it in 2 quarters.
  • Convergence Investment Partners's Orthofix Medical position peaked at $1.5M in Q3 2016.
  • 132 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2017.

Based on Convergence Investment Partners's 13F filing for Q2 2017, filed 2 Aug 2017.