Private Ocean’s OSI Systems OSIS Stock Holding History

Private Ocean’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
2021 Q3	–	Sell	-47	Closed	-$5K	–	613
2021 Q2	$5K	Hold	47	–	–	﹤0.01%	458
2021 Q1	$5K	Hold	47	–	–	﹤0.01%	493
2020 Q4	$4K	Hold	47	–	–	﹤0.01%	443
2020 Q3	$4K	Hold	47	–	–	﹤0.01%	449
2020 Q2	$3K	Hold	47	–	–	﹤0.01%	431
2020 Q1	$3K	Buy	+47	New	+$4.02K	﹤0.01%	465

Other funds holding OSIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Private Ocean's OSIS Position: Q3 2021 in Review

Private Ocean sold out of OSI Systems (OSIS) in Q3 2021, closing a stake of 47 shares — an estimated $5K sold.

Private Ocean first reported a position in OSIS in Q1 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 191 funds tracked by Wall St. Rank hold OSIS as of Q3 2021.

Private Ocean reported no remaining OSI Systems position as of Q3 2021 after selling out during the quarter.
Private Ocean sold 47 OSI Systems shares in Q3 2021, an estimated $5K.
Private Ocean first reported a position in OSI Systems in Q1 2020 and held it in 6 quarters.
Private Ocean's OSI Systems position peaked at $5K in Q2 2021.
191 funds tracked by Wall St. Rank held OSI Systems as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.