Sun Life Financial’s OSI Systems OSIS Stock Holding History

Sun Life Financial’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
2019 Q4	–	Sell	-160	Closed	-$16K	–	541
2019 Q3	$16K	Sell	160 -1,430	-90%	-$154K	﹤0.01%	430
2019 Q2	$179K	Hold	1,590	–	–	0.05%	190
2019 Q1	$139K	Buy	1,590 +9	+0.6%	+$753	0.03%	234
2018 Q4	$116K	Buy	1,581 +8	+0.5%	+$577	0.02%	274
2018 Q3	$120K	Buy	1,573 +10	+0.6%	+$776	0.02%	309
2018 Q2	$121K	Buy	+1,563	New	+$109K	0.02%	296

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

NPIC

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

Sun Life Financial's OSIS Position: Q4 2019 in Review

Sun Life Financial sold out of OSI Systems (OSIS) in Q4 2019, closing a stake of 160 shares — an estimated $16K sold.

Sun Life Financial first reported a position in OSIS in Q2 2018 and held it in 6 quarters. The position peaked at $179K in Q2 2019. 220 funds tracked by Wall St. Rank hold OSIS as of Q4 2019.

Sun Life Financial reported no remaining OSI Systems position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 160 OSI Systems shares in Q4 2019, an estimated $16K.
Sun Life Financial first reported a position in OSI Systems in Q2 2018 and held it in 6 quarters.
Sun Life Financial's OSI Systems position peaked at $179K in Q2 2019.
220 funds tracked by Wall St. Rank held OSI Systems as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.