Patriot Financial Group Insurance Agency’s OSI Systems OSIS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-33	Closed	-$3K	–	1466
2022 Q2	$3K	Sell	33 -7	-18%	-$574	﹤0.01%	1662
2022 Q1	$3K	Buy	40 +1	+3%	+$84	﹤0.01%	1787
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	1793
2021 Q3	$4K	Buy	39 +7	+22%	+$682	﹤0.01%	1781
2021 Q2	$3K	Hold	32	–	–	﹤0.01%	1797
2021 Q1	$3K	Sell	32 -11	-26%	-$1.04K	﹤0.01%	1702
2020 Q4	$4K	Hold	43	–	–	﹤0.01%	1492
2020 Q3	$3K	Hold	43	–	–	﹤0.01%	1385
2020 Q2	$3K	Buy	43 +1	+2%	+$73	﹤0.01%	1320
2020 Q1	$3K	Buy	+42	New	+$3.59K	﹤0.01%	1232
2018 Q1	–	Sell	-15	Closed	-$1K	–	980
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	909
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	885
2017 Q2	$1K	Buy	+15	New	+$1.14K	﹤0.01%	890

Other funds holding OSIS

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's OSIS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of OSI Systems (OSIS) in Q3 2022, closing a stake of 33 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in OSIS in Q2 2017 and held it in 13 quarters. The position peaked at $4K in Q4 2021. 181 funds tracked by Wall St. Rank hold OSIS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining OSI Systems position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 33 OSI Systems shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in OSI Systems in Q2 2017 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's OSI Systems position peaked at $4K in Q4 2021.
181 funds tracked by Wall St. Rank held OSI Systems as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.