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Capital Performance Advisors’s OSI Systems OSIS Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-27
Closed -$4.1K – 1905
2024
Q3 		$4.1K Buy
+27
New +$3.88K ﹤0.01% 1192

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Capital Performance Advisors's OSIS Position: Q4 2024 in Review

Capital Performance Advisors sold out of OSI Systems (OSIS) in Q4 2024, closing a stake of 27 shares — an estimated $4.1K sold.

Capital Performance Advisors first reported a position in OSIS in Q3 2024 and held it in 1 quarter. The position peaked at $4.1K in Q3 2024. 306 funds tracked by Wall St. Rank hold OSIS as of Q4 2024.

  • Capital Performance Advisors reported no remaining OSI Systems position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 OSI Systems shares in Q4 2024, an estimated $4.1K.
  • Capital Performance Advisors first reported a position in OSI Systems in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's OSI Systems position peaked at $4.1K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held OSI Systems as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.