GWS
OSIS icon

Glassman Wealth Services’s OSI Systems OSIS Stock Holding History

Glassman Wealth Services’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
-6
Closed -$774 – 1315
2023
Q4 		$774 Hold
6
– – ﹤0.01% 1611
2023
Q3 		$708 Hold
6
– – ﹤0.01% 1658
2023
Q2 		$707 Hold
6
– – ﹤0.01% 1558
2023
Q1 		$614 Hold
6
– – ﹤0.01% 1578
2022
Q4 		$477 Sell
6
-26
-81% -$2.12K ﹤0.01% 1636
2022
Q3 		$2K Buy
32
+28
+700% +$2.45K ﹤0.01% 1246
2022
Q2 		$0 Buy
+4
New +$328 ﹤0.01% 1911
2022
Q1 		– Sell
-5
Closed – – 1863
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1827
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1750
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1344
2021
Q1 		$0 Buy
+5
New +$475 ﹤0.01% 1570

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

Glassman Wealth Services's OSIS Position: Q1 2024 in Review

Glassman Wealth Services sold out of OSI Systems (OSIS) in Q1 2024, closing a stake of 6 shares — an estimated $774 sold.

Glassman Wealth Services first reported a position in OSIS in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q3 2022. 249 funds tracked by Wall St. Rank hold OSIS as of Q1 2024.

  • Glassman Wealth Services reported no remaining OSI Systems position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 6 OSI Systems shares in Q1 2024, an estimated $774.
  • Glassman Wealth Services first reported a position in OSI Systems in Q1 2021 and held it in 11 quarters.
  • Glassman Wealth Services's OSI Systems position peaked at $2K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held OSI Systems as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.