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Sierra Summit Advisors’s OSI Systems OSIS Stock Holding History

Sierra Summit Advisors’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
Q2 		– Sell
-4,188
Closed -$598K – 153
2024
Q1 		$598K Buy
+4,188
New +$550K 0.16% 73

Other funds holding OSIS

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ClearBridge Investments
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Sierra Summit Advisors's OSIS Position: Q2 2024 in Review

Sierra Summit Advisors sold out of OSI Systems (OSIS) in Q2 2024, closing a stake of 4,188 shares — an estimated $598K sold.

Sierra Summit Advisors first reported a position in OSIS in Q1 2024 and held it in 1 quarter. The position peaked at $598K in Q1 2024. 264 funds tracked by Wall St. Rank hold OSIS as of Q2 2024.

  • Sierra Summit Advisors reported no remaining OSI Systems position as of Q2 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,188 OSI Systems shares in Q2 2024, an estimated $598K.
  • Sierra Summit Advisors first reported a position in OSI Systems in Q1 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's OSI Systems position peaked at $598K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held OSI Systems as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.