SGI
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Summit Global Investments’s Orthofix Medical OFIX Stock Holding History

Summit Global 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
2021
Q2 		– Sell
-12,412
Closed -$538K – 609
2021
Q1 		$538K Buy
+12,412
New +$547K 0.03% 330
2019
Q4 		– Sell
-15,600
Closed -$827K – 293
2019
Q3 		$827K Buy
15,600
+3,900
+33% +$201K 0.1% 177
2019
Q2 		$619K Buy
+11,700
New +$622K 0.08% 255
2019
Q1 		– Sell
-13,200
Closed -$693K – 300
2018
Q4 		$693K Sell
13,200
-200
-1% -$11.4K 0.11% 143
2018
Q3 		$775K Buy
13,400
+1,600
+14% +$89.7K 0.1% 176
2018
Q2 		$670K Buy
11,800
+1,600
+16% +$91.1K 0.1% 169
2018
Q1 		$600K Buy
+10,200
New +$571K 0.1% 142

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