Lido Advisors’s OSI Systems OSIS Stock Holding History

Lido Advisors’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	-1,826	Closed	-$216K	–	1410
2023 Q3	$216K	Buy	+1,826	New	+$220K	﹤0.01%	1055

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's OSIS Position: Q4 2023 in Review

Lido Advisors sold out of OSI Systems (OSIS) in Q4 2023, closing a stake of 1,826 shares — an estimated $216K sold.

Lido Advisors first reported a position in OSIS in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 226 funds tracked by Wall St. Rank hold OSIS as of Q4 2023.

Lido Advisors reported no remaining OSI Systems position as of Q4 2023 after selling out during the quarter.
Lido Advisors sold 1,826 OSI Systems shares in Q4 2023, an estimated $216K.
Lido Advisors first reported a position in OSI Systems in Q3 2023 and held it in 1 quarter.
Lido Advisors's OSI Systems position peaked at $216K in Q3 2023.
226 funds tracked by Wall St. Rank held OSI Systems as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.