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Sun Life Financial’s Orthofix Medical OFIX Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-2,328
Closed -$123K – 539
2019
Q3 		$123K Buy
2,328
+13
+0.6% +$671 0.03% 227
2019
Q2 		$122K Hold
2,315
– – 0.03% 225
2019
Q1 		$131K Buy
+2,315
New +$130K 0.03% 242

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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sun Life Financial's OFIX Position: Q4 2019 in Review

Sun Life Financial sold out of Orthofix Medical (OFIX) in Q4 2019, closing a stake of 2,328 shares — an estimated $123K sold.

Sun Life Financial first reported a position in OFIX in Q1 2019 and held it in 3 quarters. The position peaked at $131K in Q1 2019. 157 funds tracked by Wall St. Rank hold OFIX as of Q4 2019.

  • Sun Life Financial reported no remaining Orthofix Medical position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 2,328 Orthofix Medical shares in Q4 2019, an estimated $123K.
  • Sun Life Financial first reported a position in Orthofix Medical in Q1 2019 and held it in 3 quarters.
  • Sun Life Financial's Orthofix Medical position peaked at $131K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.