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Burney Company’s OSI Systems OSIS Stock Holding History

Burney Company’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
2022
Q3 		– Sell
-2,440
Closed -$208K – 566
2022
Q2 		$208K Sell
2,440
-75
-3% -$6.15K 0.01% 521
2022
Q1 		$214K Buy
2,515
+25
+1% +$2.1K 0.01% 555
2021
Q4 		$232K Buy
2,490
+15
+0.6% +$1.41K 0.01% 544
2021
Q3 		$235K Buy
+2,475
New +$241K 0.01% 530

Other funds holding OSIS

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Burney Company's OSIS Position: Q3 2022 in Review

Burney Company sold out of OSI Systems (OSIS) in Q3 2022, closing a stake of 2,440 shares — an estimated $208K sold.

Burney Company first reported a position in OSIS in Q3 2021 and held it in 4 quarters. The position peaked at $235K in Q3 2021. 180 funds tracked by Wall St. Rank hold OSIS as of Q3 2022.

  • Burney Company reported no remaining OSI Systems position as of Q3 2022 after selling out during the quarter.
  • Burney Company sold 2,440 OSI Systems shares in Q3 2022, an estimated $208K.
  • Burney Company first reported a position in OSI Systems in Q3 2021 and held it in 4 quarters.
  • Burney Company's OSI Systems position peaked at $235K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held OSI Systems as of Q3 2022.

Based on Burney Company's 13F filing for Q3 2022, filed 15 Nov 2022.