Capstone Investment Advisors
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Capstone Investment Advisors’s OSI Systems OSIS Stock Holding History

Capstone Investment 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
Q1 		– Sell
-4,013
Closed -$518K – 2494
2023
Q4 		$518K Sell
4,013
-4,198
-51% -$500K ﹤0.01% 1328
2023
Q3 		$969K Buy
8,211
+5,560
+210% +$670K ﹤0.01% 995
2023
Q2 		$312K Buy
+2,651
New +$304K ﹤0.01% 1371
2018
Q1 		– Sell
-8,066
Closed -$519K – 497
2017
Q4 		$519K Buy
+8,066
New +$678K 0.01% 259
2017
Q3 		– Sell
-5,493
Closed -$412K – 690
2017
Q2 		$412K Sell
5,493
-2,211
-29% -$167K 0.01% 443
2017
Q1 		$562K Buy
+7,704
New +$572K 0.01% 567
2016
Q4 		– Sell
-3,837
Closed -$250K – 1064
2016
Q3 		$250K Buy
+3,837
New +$242K 0.01% 640

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

Capstone Investment Advisors's OSIS Position: Q1 2024 in Review

Capstone Investment Advisors sold out of OSI Systems (OSIS) in Q1 2024, closing a stake of 4,013 shares — an estimated $518K sold.

Capstone Investment Advisors first reported a position in OSIS in Q3 2016 and held it in 7 quarters. The position peaked at $969K in Q3 2023. 249 funds tracked by Wall St. Rank hold OSIS as of Q1 2024.

  • Capstone Investment Advisors reported no remaining OSI Systems position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,013 OSI Systems shares in Q1 2024, an estimated $518K.
  • Capstone Investment Advisors first reported a position in OSI Systems in Q3 2016 and held it in 7 quarters.
  • Capstone Investment Advisors's OSI Systems position peaked at $969K in Q3 2023.
  • 249 funds tracked by Wall St. Rank held OSI Systems as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.