Ken Fisher
OSIS icon

Ken Fisher’s OSI Systems OSIS Stock Holding History

Ken Fisher’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
2014
Q1 		– Sell
-94,060
Closed -$5M – 546
2013
Q4 		$5M Sell
94,060
-11,950
-11% -$818K 0.01% 314
2013
Q3 		$7.88M Hold
106,010
– – 0.02% 279
2013
Q2 		$6.83M Buy
+106,010
New +$6.18M 0.02% 281

Other funds holding OSIS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Ken Fisher's OSIS Position: Q1 2014 in Review

Ken Fisher sold out of OSI Systems (OSIS) in Q1 2014, closing a stake of 94,060 shares — an estimated $5M sold.

Ken Fisher first reported a position in OSIS in Q2 2013 and held it in 3 quarters. The position peaked at $7.88M in Q3 2013. 161 funds tracked by Wall St. Rank hold OSIS as of Q1 2014.

  • Ken Fisher reported no remaining OSI Systems position as of Q1 2014 after selling out during the quarter.
  • Ken Fisher sold 94,060 OSI Systems shares in Q1 2014, an estimated $5M.
  • Ken Fisher first reported a position in OSI Systems in Q2 2013 and held it in 3 quarters.
  • Ken Fisher's OSI Systems position peaked at $7.88M in Q3 2013.
  • 161 funds tracked by Wall St. Rank held OSI Systems as of Q1 2014.

Based on Fisher Asset Management's 13F filing for Q1 2014, filed 22 Apr 2014.