ASN
OSIS icon

Advisory Services Network’s OSI Systems OSIS Stock Holding History

Advisory Services Network’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$25.8K – 2968
2023
Q4 		$25.8K Buy
+200
New +$23.8K ﹤0.01% 2376
2020
Q2 		– Sell
-8
Closed -$1K – 2209
2020
Q1 		$1K Hold
8
– – ﹤0.01% 2912
2019
Q4 		$1K Buy
+8
New +$791 ﹤0.01% 2984
2019
Q1 		– Sell
-7
Closed -$1K – 2639
2018
Q4 		$1K Sell
7
-60
-90% -$4.33K ﹤0.01% 2440
2018
Q3 		$5K Hold
67
– – ﹤0.01% 2080
2018
Q2 		$5K Hold
67
– – ﹤0.01% 2029
2018
Q1 		$4K Buy
67
+7
+12% +$454 ﹤0.01% 2216
2017
Q4 		$4K Buy
+60
New +$5.04K ﹤0.01% 2202

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Advisory Services Network's OSIS Position: Q1 2024 in Review

Advisory Services Network sold out of OSI Systems (OSIS) in Q1 2024, closing a stake of 200 shares — an estimated $25.8K sold.

Advisory Services Network first reported a position in OSIS in Q4 2017 and held it in 8 quarters. The position peaked at $25.8K in Q4 2023. 249 funds tracked by Wall St. Rank hold OSIS as of Q1 2024.

  • Advisory Services Network reported no remaining OSI Systems position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 200 OSI Systems shares in Q1 2024, an estimated $25.8K.
  • Advisory Services Network first reported a position in OSI Systems in Q4 2017 and held it in 8 quarters.
  • Advisory Services Network's OSI Systems position peaked at $25.8K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held OSI Systems as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.