Jupiter Investment Management’s Orthofix Medical OFIX Stock Holding History

Jupiter Investment 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
2018 Q4	–	Sell	-477	Closed	-$27K	–	421
2018 Q3	$27K	Buy	+477	New	+$26.7K	﹤0.01%	353
2018 Q2	–	Sell	-477	Closed	-$28K	–	424
2018 Q1	$28K	Sell	477 -1,486	-76%	-$83.2K	﹤0.01%	359
2017 Q4	$107K	Hold	1,963	–	–	﹤0.01%	329
2017 Q3	$92K	Sell	1,963 -4,115	-68%	-$194K	﹤0.01%	316
2017 Q2	$282K	Sell	6,078 -1,981	-25%	-$82.2K	﹤0.01%	336
2017 Q1	$307K	Buy	8,059 +5,466	+211%	+$202K	﹤0.01%	322
2016 Q4	$93K	Sell	2,593 -7,292	-74%	-$277K	﹤0.01%	322
2016 Q3	$422K	Buy	9,885 +7,063	+250%	+$315K	0.01%	297
2016 Q2	$119K	Sell	2,822 -588	-17%	-$25.6K	﹤0.01%	383
2016 Q1	$141K	Buy	+3,410	New	+$134K	﹤0.01%	418

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

Norges Bank Oslo, Norway $1T AUM

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

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Jupiter Investment Management's OFIX Position: Q4 2018 in Review

Jupiter Investment Management sold out of Orthofix Medical (OFIX) in Q4 2018, closing a stake of 477 shares — an estimated $27K sold.

Jupiter Investment Management first reported a position in OFIX in Q1 2016 and held it in 10 quarters. The position peaked at $422K in Q3 2016. 171 funds tracked by Wall St. Rank hold OFIX as of Q4 2018.

Jupiter Investment Management reported no remaining Orthofix Medical position as of Q4 2018 after selling out during the quarter.
Jupiter Investment Management sold 477 Orthofix Medical shares in Q4 2018, an estimated $27K.
Jupiter Investment Management first reported a position in Orthofix Medical in Q1 2016 and held it in 10 quarters.
Jupiter Investment Management's Orthofix Medical position peaked at $422K in Q3 2016.
171 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.