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Joel Greenblatt’s Orthofix Medical OFIX Stock Holding History

Joel Greenblatt’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
2014
Q2 		– Sell
-26,468
Closed -$798K – 1076
2014
Q1 		$798K Buy
+26,468
New +$610K 0.01% 701
2013
Q3 		– Sell
-125,677
Closed -$3.38M – 926
2013
Q2 		$3.38M Buy
+125,677
New +$3.76M 0.14% 205

Other funds holding OFIX

NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Joel Greenblatt's OFIX Position: Q2 2014 in Review

Joel Greenblatt sold out of Orthofix Medical (OFIX) in Q2 2014, closing a stake of 26,468 shares — an estimated $798K sold.

Joel Greenblatt first reported a position in OFIX in Q2 2013 and held it in 2 quarters. The position peaked at $3.38M in Q2 2013. 114 funds tracked by Wall St. Rank hold OFIX as of Q2 2014.

  • Joel Greenblatt reported no remaining Orthofix Medical position as of Q2 2014 after selling out during the quarter.
  • Joel Greenblatt sold 26,468 Orthofix Medical shares in Q2 2014, an estimated $798K.
  • Joel Greenblatt first reported a position in Orthofix Medical in Q2 2013 and held it in 2 quarters.
  • Joel Greenblatt's Orthofix Medical position peaked at $3.38M in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2014.

Based on Gotham Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.