CAM
OSIS icon

Crown Advisors Management’s OSI Systems OSIS Stock Holding History

Crown Advisors 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
2023
Q4 		– Sell
-15,000
Closed -$1.77M – 48
2023
Q3 		$1.77M Buy
+15,000
New +$1.81M 1.26% 32

Other funds holding OSIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crown Advisors Management's OSIS Position: Q4 2023 in Review

Crown Advisors Management sold out of OSI Systems (OSIS) in Q4 2023, closing a stake of 15,000 shares — an estimated $1.77M sold.

Crown Advisors Management first reported a position in OSIS in Q3 2023 and held it in 1 quarter. The position peaked at $1.77M in Q3 2023. 227 funds tracked by Wall St. Rank hold OSIS as of Q4 2023.

  • Crown Advisors Management reported no remaining OSI Systems position as of Q4 2023 after selling out during the quarter.
  • Crown Advisors Management sold 15,000 OSI Systems shares in Q4 2023, an estimated $1.77M.
  • Crown Advisors Management first reported a position in OSI Systems in Q3 2023 and held it in 1 quarter.
  • Crown Advisors Management's OSI Systems position peaked at $1.77M in Q3 2023.
  • 227 funds tracked by Wall St. Rank held OSI Systems as of Q4 2023.

Based on Crown Advisors Management's 13F filing for Q4 2023, filed 15 Feb 2024.