Ergoteles’s OSI Systems OSIS Stock Holding History

Ergoteles’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 Q1	–	Sell	-4,769	Closed	-$379K	–	1630
2022 Q4	$379K	Buy	+4,769	New	+$388K	0.01%	822
2022 Q3	–	Sell	-5,300	Closed	-$453K	–	1862
2022 Q2	$453K	Buy	+5,300	New	+$435K	0.01%	882
2021 Q4	–	Sell	-3,600	Closed	-$341K	–	1499
2021 Q3	$341K	Sell	3,600 -2,000	-36%	-$195K	0.01%	745
2021 Q2	$569K	Buy	+5,600	New	+$545K	0.01%	747
2021 Q1	–	Sell	-2,264	Closed	-$211K	–	990
2020 Q4	$211K	Buy	+2,264	New	+$194K	0.01%	599

Other funds holding OSIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ergoteles's OSIS Position: Q1 2023 in Review

Ergoteles sold out of OSI Systems (OSIS) in Q1 2023, closing a stake of 4,769 shares — an estimated $379K sold.

Ergoteles first reported a position in OSIS in Q4 2020 and held it in 5 quarters. The position peaked at $569K in Q2 2021. 183 funds tracked by Wall St. Rank hold OSIS as of Q1 2023.

Ergoteles reported no remaining OSI Systems position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 4,769 OSI Systems shares in Q1 2023, an estimated $379K.
Ergoteles first reported a position in OSI Systems in Q4 2020 and held it in 5 quarters.
Ergoteles's OSI Systems position peaked at $569K in Q2 2021.
183 funds tracked by Wall St. Rank held OSI Systems as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.