Essex Investment Management’s QuidelOrtho QDEL Stock Holding History

Essex Investment Management’s Portfolio QDEL Stock Details QDEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-63,315	Closed	-$2.21M	–	320
2025 Q1	$2.21M	Sell	63,315 -482	-0.8%	-$19.7K	0.46%	93
2024 Q4	$2.84M	Buy	+63,797	New	+$2.61M	0.51%	81
2021 Q1	–	Sell	-1,292	Closed	-$232K	–	499
2020 Q4	$232K	Hold	1,292	–	–	0.03%	345
2020 Q3	$283K	Buy	+1,292	New	+$288K	0.04%	337
2019 Q1	–	Sell	-37,122	Closed	-$1.81M	–	504
2018 Q4	$1.81M	Buy	37,122 +1,337	+4%	+$79.8K	0.28%	112
2018 Q3	$2.33M	Buy	35,785 +1,194	+3%	+$83.5K	0.27%	104
2018 Q2	$2.3M	Buy	+34,591	New	+$2.09M	0.29%	104

Other funds holding QDEL

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Essex Investment Management's QDEL Position: Q2 2025 in Review

Essex Investment Management sold out of QuidelOrtho (QDEL) in Q2 2025, closing a stake of 63,315 shares — an estimated $2.21M sold.

Essex Investment Management first reported a position in QDEL in Q2 2018 and held it in 7 quarters. The position peaked at $2.84M in Q4 2024. 264 funds tracked by Wall St. Rank hold QDEL as of Q2 2025.

Essex Investment Management reported no remaining QuidelOrtho position as of Q2 2025 after selling out during the quarter.
Essex Investment Management sold 63,315 QuidelOrtho shares in Q2 2025, an estimated $2.21M.
Essex Investment Management first reported a position in QuidelOrtho in Q2 2018 and held it in 7 quarters.
Essex Investment Management's QuidelOrtho position peaked at $2.84M in Q4 2024.
264 funds tracked by Wall St. Rank held QuidelOrtho as of Q2 2025.

Based on Essex Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.