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Valeo Financial Advisors’s OSI Systems OSIS Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-9
Closed -$1K – 1983
2020
Q2 		$1K Hold
9
– – ﹤0.01% 1925
2020
Q1 		$1K Hold
9
– – ﹤0.01% 1686
2019
Q4 		$1K Sell
9
-51
-85% -$5.04K ﹤0.01% 1555
2019
Q3 		$6K Sell
60
-1
-2% -$108 ﹤0.01% 1165
2019
Q2 		$7K Hold
61
– – ﹤0.01% 1119
2019
Q1 		$5K Hold
61
– – ﹤0.01% 1177
2018
Q4 		$4K Hold
61
– – ﹤0.01% 1152
2018
Q3 		$4K Hold
61
– – ﹤0.01% 1283
2018
Q2 		$5K Sell
61
-2
-3% -$140 ﹤0.01% 1144
2018
Q1 		$4K Hold
63
– – ﹤0.01% 1202
2017
Q4 		$4K Hold
63
– – ﹤0.01% 1078
2017
Q3 		$6K Buy
+63
New +$5.12K ﹤0.01% 836

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Valeo Financial Advisors's OSIS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of OSI Systems (OSIS) in Q3 2020, closing a stake of 9 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in OSIS in Q3 2017 and held it in 12 quarters. The position peaked at $7K in Q2 2019. 186 funds tracked by Wall St. Rank hold OSIS as of Q3 2020.

  • Valeo Financial Advisors reported no remaining OSI Systems position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 9 OSI Systems shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in OSI Systems in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's OSI Systems position peaked at $7K in Q2 2019.
  • 186 funds tracked by Wall St. Rank held OSI Systems as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.