ZIM
OSIS icon

Zacks Investment Management’s OSI Systems OSIS Stock Holding History

Zacks Investment Management’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
-83,255
Closed -$5.36M – 592
2017
Q4 		$5.36M Sell
83,255
-906
-1% -$76.1K 0.12% 138
2017
Q3 		$7.69M Buy
84,161
+191
+0.2% +$15.5K 0.18% 113
2017
Q2 		$6.31M Buy
83,970
+15,562
+23% +$1.18M 0.16% 126
2017
Q1 		$4.99M Sell
68,408
-325
-0.5% -$24.1K 0.13% 142
2016
Q4 		$5.23M Buy
68,733
+4,562
+7% +$329K 0.15% 127
2016
Q3 		$4.2M Buy
+64,171
New +$4.04M 0.12% 143

Other funds holding OSIS

BlackRock
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zacks Investment Management's OSIS Position: Q1 2018 in Review

Zacks Investment Management sold out of OSI Systems (OSIS) in Q1 2018, closing a stake of 83,255 shares — an estimated $5.36M sold.

Zacks Investment Management first reported a position in OSIS in Q3 2016 and held it in 6 quarters. The position peaked at $7.69M in Q3 2017. 172 funds tracked by Wall St. Rank hold OSIS as of Q1 2018.

  • Zacks Investment Management reported no remaining OSI Systems position as of Q1 2018 after selling out during the quarter.
  • Zacks Investment Management sold 83,255 OSI Systems shares in Q1 2018, an estimated $5.36M.
  • Zacks Investment Management first reported a position in OSI Systems in Q3 2016 and held it in 6 quarters.
  • Zacks Investment Management's OSI Systems position peaked at $7.69M in Q3 2017.
  • 172 funds tracked by Wall St. Rank held OSI Systems as of Q1 2018.

Based on Zacks Investment Management's 13F filing for Q1 2018, filed 14 May 2018.