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LMCG Investments’s OSI Systems OSIS Stock Holding History

LMCG Investments’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
-12,587
Closed -$668K – 482
2013
Q4 		$668K Buy
+12,587
New +$861K 0.01% 405
2013
Q3 		– Sell
-12,422
Closed -$800K – 475
2013
Q2 		$800K Buy
+12,422
New +$724K 0.02% 373

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

LMCG Investments's OSIS Position: Q1 2014 in Review

LMCG Investments sold out of OSI Systems (OSIS) in Q1 2014, closing a stake of 12,587 shares — an estimated $668K sold.

LMCG Investments first reported a position in OSIS in Q2 2013 and held it in 2 quarters. The position peaked at $800K in Q2 2013. 161 funds tracked by Wall St. Rank hold OSIS as of Q1 2014.

  • LMCG Investments reported no remaining OSI Systems position as of Q1 2014 after selling out during the quarter.
  • LMCG Investments sold 12,587 OSI Systems shares in Q1 2014, an estimated $668K.
  • LMCG Investments first reported a position in OSI Systems in Q2 2013 and held it in 2 quarters.
  • LMCG Investments's OSI Systems position peaked at $800K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held OSI Systems as of Q1 2014.

Based on LMCG Investments's 13F filing for Q1 2014, filed 12 May 2014.