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Evercore Wealth Management’s OraSure Technologies OSUR Stock Holding History

Evercore Wealth Management’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
2017
Q1 		– Sell
-141
Closed -$1K – 1025
2016
Q4 		$1K Buy
+141
New +$1.16K ﹤0.01% 985

Other funds holding OSUR

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's OSUR Position: Q1 2017 in Review

Evercore Wealth Management sold out of OraSure Technologies (OSUR) in Q1 2017, closing a stake of 141 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in OSUR in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 179 funds tracked by Wall St. Rank hold OSUR as of Q1 2017.

  • Evercore Wealth Management reported no remaining OraSure Technologies position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 141 OraSure Technologies shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in OraSure Technologies in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's OraSure Technologies position peaked at $1K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held OraSure Technologies as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.