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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's OSUR Position: Q4 2024 in Review

Creative Planning sold out of OraSure Technologies (OSUR) in Q4 2024, closing a stake of 12,728 shares — an estimated $54.3K sold.

Creative Planning first reported a position in OSUR in Q3 2013 and held it in 11 quarters. The position peaked at $144K in Q1 2020. 191 funds tracked by Wall St. Rank hold OSUR as of Q4 2024.

Creative Planning reported no remaining OraSure Technologies position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 12,728 OraSure Technologies shares in Q4 2024, an estimated $54.3K.
Creative Planning first reported a position in OraSure Technologies in Q3 2013 and held it in 11 quarters.
Creative Planning's OraSure Technologies position peaked at $144K in Q1 2020.
191 funds tracked by Wall St. Rank held OraSure Technologies as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.