Glassman Wealth Services’s OraSure Technologies OSUR Stock Holding History

Glassman Wealth Services’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
2023 Q4	–	Sell	-40	Closed	-$237	–	2051
2023 Q3	$237	Hold	40	–	–	﹤0.01%	1863
2023 Q2	$200	Hold	40	–	–	﹤0.01%	1810
2023 Q1	$242	Hold	40	–	–	﹤0.01%	1754
2022 Q4	$193	Hold	40	–	–	﹤0.01%	1807
2022 Q3	$0	Hold	40	–	–	﹤0.01%	1894
2022 Q2	$0	Buy	+40	New	+$199	﹤0.01%	1912
2022 Q1	–	Sell	-77	Closed	-$1K	–	1864
2021 Q4	$1K	Hold	77	–	–	﹤0.01%	1451
2021 Q3	$1K	Hold	77	–	–	﹤0.01%	1419
2021 Q2	$1K	Buy	+77	New	+$749	﹤0.01%	1345
2021 Q1	–	Sell	-137	Closed	-$1K	–	1571
2020 Q4	$1K	Buy	+137	New	+$1.8K	﹤0.01%	1256
2019 Q3	–	Sell	-28	Closed	–	–	1291
2019 Q2	$0	Buy	28 +7	+33%	+$64	﹤0.01%	1289
2019 Q1	$0	Buy	+21	New	+$243	﹤0.01%	1161

Other funds holding OSUR

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

Neuberger Berman Group New York $150B AUM 40.08% 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

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's OSUR Position: Q4 2023 in Review

Glassman Wealth Services sold out of OraSure Technologies (OSUR) in Q4 2023, closing a stake of 40 shares — an estimated $237 sold.

Glassman Wealth Services first reported a position in OSUR in Q1 2019 and held it in 12 quarters. The position peaked at $1K in Q4 2021. 218 funds tracked by Wall St. Rank hold OSUR as of Q4 2023.

Glassman Wealth Services reported no remaining OraSure Technologies position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 40 OraSure Technologies shares in Q4 2023, an estimated $237.
Glassman Wealth Services first reported a position in OraSure Technologies in Q1 2019 and held it in 12 quarters.
Glassman Wealth Services's OraSure Technologies position peaked at $1K in Q4 2021.
218 funds tracked by Wall St. Rank held OraSure Technologies as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.