Selective Wealth Management’s OSI Systems OSIS Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-150	Closed	-$11K	–	542
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	507
2022 Q2	$13K	Hold	150	–	–	﹤0.01%	529
2022 Q1	$13K	Hold	150	–	–	﹤0.01%	504
2021 Q4	$14K	Sell	150 -150	-50%	-$14.1K	0.01%	451
2021 Q3	$28K	Hold	300	–	–	0.01%	330
2021 Q2	$30K	Buy	+300	New	+$29.2K	0.02%	244

Other funds holding OSIS

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

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

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

NPIC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Selective Wealth Management's OSIS Position: Q4 2022 in Review

Selective Wealth Management sold out of OSI Systems (OSIS) in Q4 2022, closing a stake of 150 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in OSIS in Q2 2021 and held it in 6 quarters. The position peaked at $30K in Q2 2021. 189 funds tracked by Wall St. Rank hold OSIS as of Q4 2022.

Selective Wealth Management reported no remaining OSI Systems position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 150 OSI Systems shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in OSI Systems in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's OSI Systems position peaked at $30K in Q2 2021.
189 funds tracked by Wall St. Rank held OSI Systems as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.