Liberty Wealth Management’s OSI Systems OSIS Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-100	Closed	-$9K	–	814
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	848
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	656
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	620
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	615
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	557
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	555
2020 Q1	$7K	Hold	100	–	–	0.01%	520
2019 Q4	$10K	Hold	100	–	–	0.01%	543
2019 Q3	$10K	Hold	100	–	–	0.01%	520
2019 Q2	$11K	Hold	100	–	–	0.01%	507
2019 Q1	$8K	Hold	100	–	–	0.01%	475
2018 Q4	$7K	Buy	+100	New	+$7.21K	0.01%	492

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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

NPIC

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Liberty Wealth Management's OSIS Position: Q4 2021 in Review

Liberty Wealth Management sold out of OSI Systems (OSIS) in Q4 2021, closing a stake of 100 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in OSIS in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2019. 193 funds tracked by Wall St. Rank hold OSIS as of Q4 2021.

Liberty Wealth Management reported no remaining OSI Systems position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 100 OSI Systems shares in Q4 2021, an estimated $9K.
Liberty Wealth Management first reported a position in OSI Systems in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's OSI Systems position peaked at $11K in Q2 2019.
193 funds tracked by Wall St. Rank held OSI Systems as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.