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Petrus Trust Company’s OSI Systems OSIS Stock Holding History

Petrus Trust Company’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
2024
Q4 		– Sell
-2,925
Closed -$444K – 697
2024
Q3 		$444K Buy
+2,925
New +$421K 0.04% 273
2023
Q4 		– Sell
-3,452
Closed -$407K – 706
2023
Q3 		$407K Buy
+3,452
New +$416K 0.04% 254
2020
Q3 		– Sell
-3,090
Closed -$231K – 341
2020
Q2 		$231K Buy
+3,090
New +$226K 0.03% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Petrus Trust Company's OSIS Position: Q4 2024 in Review

Petrus Trust Company sold out of OSI Systems (OSIS) in Q4 2024, closing a stake of 2,925 shares — an estimated $444K sold.

Petrus Trust Company first reported a position in OSIS in Q2 2020 and held it in 3 quarters. The position peaked at $444K in Q3 2024. 306 funds tracked by Wall St. Rank hold OSIS as of Q4 2024.

  • Petrus Trust Company reported no remaining OSI Systems position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 2,925 OSI Systems shares in Q4 2024, an estimated $444K.
  • Petrus Trust Company first reported a position in OSI Systems in Q2 2020 and held it in 3 quarters.
  • Petrus Trust Company's OSI Systems position peaked at $444K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held OSI Systems as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.