Sutton Wealth Advisors’s OSI Systems OSIS Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-462	Closed	-$36.7K	–	1335
2022 Q4	$36.7K	Hold	462	–	–	0.01%	481
2022 Q3	$33.3K	Sell	462 -5	-1%	-$438	0.01%	491
2022 Q2	$39.9K	Buy	467 +6	+1%	+$492	0.02%	440
2022 Q1	$39.2K	Sell	461 -3	-0.6%	-$252	0.01%	485
2021 Q4	$43.2K	Buy	464 +3	+0.7%	+$281	0.01%	464
2021 Q3	$43.7K	Hold	461	–	–	0.02%	432
2021 Q2	$46.9K	Hold	461	–	–	0.02%	424
2021 Q1	$44.3K	Hold	461	–	–	0.02%	422
2020 Q4	$43K	Hold	461	–	–	0.02%	403
2020 Q3	$35.8K	Hold	461	–	–	0.02%	379
2020 Q2	$34.4K	Hold	461	–	–	0.02%	388
2020 Q1	$31.8K	Hold	461	–	–	0.02%	357
2019 Q4	$46.4K	Hold	461	–	–	0.02%	326
2019 Q3	$46.8K	Hold	461	–	–	0.03%	320
2019 Q2	$51.9K	Hold	461	–	–	0.03%	292
2019 Q1	$40.4K	Hold	461	–	–	0.02%	363
2018 Q4	$33.8K	Hold	461	–	–	0.02%	361
2018 Q3	$35.2K	Hold	461	–	–	0.02%	391
2018 Q2	$35.6K	Hold	461	–	–	0.02%	383
2018 Q1	$30.1K	Hold	461	–	–	0.02%	414
2017 Q4	$29.7K	Hold	461	–	–	0.02%	414
2017 Q3	$42.1K	Hold	461	–	–	0.03%	310
2017 Q2	$34.6K	Hold	461	–	–	0.03%	342
2017 Q1	$33.6K	Hold	461	–	–	0.03%	348
2016 Q4	$35.1K	Hold	461	–	–	0.03%	332
2016 Q3	$30.1K	Hold	461	–	–	0.03%	350
2016 Q2	$26.8K	Hold	461	–	–	0.03%	368
2016 Q1	$30.2K	Buy	+461	New	+$30.5K	0.03%	335

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

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

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

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

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

Sutton Wealth Advisors's OSIS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of OSI Systems (OSIS) in Q1 2023, closing a stake of 462 shares — an estimated $36.7K sold.

Sutton Wealth Advisors first reported a position in OSIS in Q1 2016 and held it in 28 quarters. The position peaked at $51.9K in Q2 2019. 183 funds tracked by Wall St. Rank hold OSIS as of Q1 2023.

Sutton Wealth Advisors reported no remaining OSI Systems position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 462 OSI Systems shares in Q1 2023, an estimated $36.7K.
Sutton Wealth Advisors first reported a position in OSI Systems in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's OSI Systems position peaked at $51.9K in Q2 2019.
183 funds tracked by Wall St. Rank held OSI Systems as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.