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Next Financial Group’s OSI Systems OSIS Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-35
Closed -$2K – 1493
2020
Q1 		$2K Hold
35
– – ﹤0.01% 1944
2019
Q4 		$4K Hold
35
– – ﹤0.01% 2028
2019
Q3 		$4K Hold
35
– – ﹤0.01% 1963
2019
Q2 		$4K Hold
35
– – ﹤0.01% 1961
2019
Q1 		$3K Buy
+35
New +$2.93K ﹤0.01% 1396

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Next Financial Group's OSIS Position: Q2 2020 in Review

Next Financial Group sold out of OSI Systems (OSIS) in Q2 2020, closing a stake of 35 shares — an estimated $2K sold.

Next Financial Group first reported a position in OSIS in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 192 funds tracked by Wall St. Rank hold OSIS as of Q2 2020.

  • Next Financial Group reported no remaining OSI Systems position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 35 OSI Systems shares in Q2 2020, an estimated $2K.
  • Next Financial Group first reported a position in OSI Systems in Q1 2019 and held it in 5 quarters.
  • Next Financial Group's OSI Systems position peaked at $4K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held OSI Systems as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.