Summit Trail Advisors’s OSI Systems OSIS Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-1,839	Closed	-$121K	–	1294
2017 Q4	$121K	Buy	+1,839	New	+$155K	0.02%	574

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NPIC

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

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

Summit Trail Advisors's OSIS Position: Q1 2018 in Review

Summit Trail Advisors sold out of OSI Systems (OSIS) in Q1 2018, closing a stake of 1,839 shares — an estimated $121K sold.

Summit Trail Advisors first reported a position in OSIS in Q4 2017 and held it in 1 quarter. The position peaked at $121K in Q4 2017. 172 funds tracked by Wall St. Rank hold OSIS as of Q1 2018.

Summit Trail Advisors reported no remaining OSI Systems position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,839 OSI Systems shares in Q1 2018, an estimated $121K.
Summit Trail Advisors first reported a position in OSI Systems in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's OSI Systems position peaked at $121K in Q4 2017.
172 funds tracked by Wall St. Rank held OSI Systems as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.