ZIM
OFIX icon

Zacks Investment Management’s Orthofix Medical OFIX Stock Holding History

Zacks 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
2019
Q4 		– Sell
-29,228
Closed -$1.55M – 575
2019
Q3 		$1.55M Buy
29,228
+19,951
+215% +$1.03M 0.03% 313
2019
Q2 		$491K Buy
9,277
+4,355
+88% +$232K 0.01% 456
2019
Q1 		$278K Buy
+4,922
New +$276K 0.01% 493
2018
Q2 		– Sell
-39,481
Closed -$2.32M – 581
2018
Q1 		$2.32M Buy
39,481
+1,166
+3% +$65.3K 0.05% 235
2017
Q4 		$2.1M Buy
38,315
+3,053
+9% +$158K 0.05% 254
2017
Q3 		$1.67M Buy
+35,262
New +$1.66M 0.04% 276

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

Zacks Investment Management's OFIX Position: Q4 2019 in Review

Zacks Investment Management sold out of Orthofix Medical (OFIX) in Q4 2019, closing a stake of 29,228 shares — an estimated $1.55M sold.

Zacks Investment Management first reported a position in OFIX in Q3 2017 and held it in 6 quarters. The position peaked at $2.32M in Q1 2018. 157 funds tracked by Wall St. Rank hold OFIX as of Q4 2019.

  • Zacks Investment Management reported no remaining Orthofix Medical position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 29,228 Orthofix Medical shares in Q4 2019, an estimated $1.55M.
  • Zacks Investment Management first reported a position in Orthofix Medical in Q3 2017 and held it in 6 quarters.
  • Zacks Investment Management's Orthofix Medical position peaked at $2.32M in Q1 2018.
  • 157 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.