Creative Planning
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Creative Planning’s OraSure Technologies OSUR Stock Holding History

Creative Planning’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,728
Closed -$54.3K – 3656
2024
Q3 		$54.3K Buy
+12,728
New +$54.7K ﹤0.01% 3090
2020
Q2 		– Sell
-13,400
Closed -$144K – 2098
2020
Q1 		$144K Buy
+13,400
New +$95.9K ﹤0.01% 1465
2017
Q3 		– Sell
-4,316
Closed -$74K – 3145
2017
Q2 		$74K Buy
4,316
+166
+4% +$2.39K ﹤0.01% 2204
2017
Q1 		$54K Hold
4,150
– – ﹤0.01% 2423
2016
Q4 		$36K Buy
4,150
+400
+11% +$3.3K ﹤0.01% 2656
2016
Q3 		$30K Buy
3,750
+250
+7% +$1.85K ﹤0.01% 2738
2016
Q2 		$21K Buy
3,500
+1,000
+40% +$7.11K ﹤0.01% 2769
2016
Q1 		$18K Sell
2,500
-2,700
-52% -$17.2K ﹤0.01% 2830
2015
Q4 		$33K Buy
5,200
+700
+16% +$4K ﹤0.01% 2448
2015
Q3 		$20K Buy
+4,500
New +$23.5K ﹤0.01% 2727
2013
Q4 		– Sell
-5,600
Closed -$34K – 3418
2013
Q3 		$34K Buy
+5,600
New +$28K ﹤0.01% 1757

Other funds holding OSUR

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return