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Belpointe Asset Management’s OSI Systems OSIS Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-146
Closed -$14.9K – 2471
2023
Q1 		$14.9K Buy
+146
New +$13.5K ﹤0.01% 2476

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's OSIS Position: Q2 2023 in Review

Belpointe Asset Management sold out of OSI Systems (OSIS) in Q2 2023, closing a stake of 146 shares — an estimated $14.9K sold.

Belpointe Asset Management first reported a position in OSIS in Q1 2023 and held it in 1 quarter. The position peaked at $14.9K in Q1 2023. 209 funds tracked by Wall St. Rank hold OSIS as of Q2 2023.

  • Belpointe Asset Management reported no remaining OSI Systems position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 146 OSI Systems shares in Q2 2023, an estimated $14.9K.
  • Belpointe Asset Management first reported a position in OSI Systems in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's OSI Systems position peaked at $14.9K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held OSI Systems as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.