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Congress Asset Management’s OSI Systems OSIS Stock Holding History

Congress 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
2018
Q1 		– Sell
-35,853
Closed -$2.31M – 394
2017
Q4 		$2.31M Buy
35,853
+1,137
+3% +$95.5K 0.03% 249
2017
Q3 		$3.17M Buy
34,716
+17,858
+106% +$1.45M 0.05% 213
2017
Q2 		$1.27M Buy
16,858
+7,070
+72% +$535K 0.02% 192
2017
Q1 		$714K Buy
+9,788
New +$727K 0.01% 207

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Congress Asset Management's OSIS Position: Q1 2018 in Review

Congress Asset Management sold out of OSI Systems (OSIS) in Q1 2018, closing a stake of 35,853 shares — an estimated $2.31M sold.

Congress Asset Management first reported a position in OSIS in Q1 2017 and held it in 4 quarters. The position peaked at $3.17M in Q3 2017. 172 funds tracked by Wall St. Rank hold OSIS as of Q1 2018.

  • Congress Asset Management reported no remaining OSI Systems position as of Q1 2018 after selling out during the quarter.
  • Congress Asset Management sold 35,853 OSI Systems shares in Q1 2018, an estimated $2.31M.
  • Congress Asset Management first reported a position in OSI Systems in Q1 2017 and held it in 4 quarters.
  • Congress Asset Management's OSI Systems position peaked at $3.17M in Q3 2017.
  • 172 funds tracked by Wall St. Rank held OSI Systems as of Q1 2018.

Based on Congress Asset Management's 13F filing for Q1 2018, filed 11 May 2018.