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Charter Oak Partners Management’s OSI Systems OSIS Stock Holding History

Charter Oak Partners 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
2013
Q3 		– Sell
-19,124
Closed -$1.23M – 39
2013
Q2 		$1.23M Buy
+19,124
New +$1.12M 0.99% 26

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Charter Oak Partners Management's OSIS Position: Q3 2013 in Review

Charter Oak Partners Management sold out of OSI Systems (OSIS) in Q3 2013, closing a stake of 19,124 shares — an estimated $1.23M sold.

Charter Oak Partners Management first reported a position in OSIS in Q2 2013 and held it in 1 quarter. The position peaked at $1.23M in Q2 2013. 154 funds tracked by Wall St. Rank hold OSIS as of Q3 2013.

  • Charter Oak Partners Management reported no remaining OSI Systems position as of Q3 2013 after selling out during the quarter.
  • Charter Oak Partners Management sold 19,124 OSI Systems shares in Q3 2013, an estimated $1.23M.
  • Charter Oak Partners Management first reported a position in OSI Systems in Q2 2013 and held it in 1 quarter.
  • Charter Oak Partners Management's OSI Systems position peaked at $1.23M in Q2 2013.
  • 154 funds tracked by Wall St. Rank held OSI Systems as of Q3 2013.

Based on Charter Oak Partners Management's 13F filing for Q3 2013, filed 13 Nov 2013.