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Bruderman Asset Management’s OSI Systems OSIS Stock Holding History

Bruderman 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
2017
Q3 		– Sell
-527
Closed -$40K – 260
2017
Q2 		$40K Buy
+527
New +$39.9K 0.01% 232
2017
Q1 		– Sell
-485
Closed -$37K – 258
2016
Q4 		$37K Buy
+485
New +$35K 0.01% 236

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bruderman Asset Management's OSIS Position: Q3 2017 in Review

Bruderman Asset Management sold out of OSI Systems (OSIS) in Q3 2017, closing a stake of 527 shares — an estimated $40K sold.

Bruderman Asset Management first reported a position in OSIS in Q4 2016 and held it in 2 quarters. The position peaked at $40K in Q2 2017. 194 funds tracked by Wall St. Rank hold OSIS as of Q3 2017.

  • Bruderman Asset Management reported no remaining OSI Systems position as of Q3 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 527 OSI Systems shares in Q3 2017, an estimated $40K.
  • Bruderman Asset Management first reported a position in OSI Systems in Q4 2016 and held it in 2 quarters.
  • Bruderman Asset Management's OSI Systems position peaked at $40K in Q2 2017.
  • 194 funds tracked by Wall St. Rank held OSI Systems as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.