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JP Morgan Private Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		– Sell
-4,281
Closed -$355K – 1772
2023
Q2 		$355K Sell
4,281
-3,510
-45% -$307K ﹤0.01% 1171
2023
Q1 		$694K Sell
7,791
-2,174
-22% -$189K ﹤0.01% 1338
2022
Q4 		$854K Buy
9,965
+365
+4% +$30.9K ﹤0.01% 1223
2022
Q3 		$686K Sell
9,600
-652
-6% -$58.3K ﹤0.01% 1324
2022
Q2 		$996K Sell
10,252
-2,130
-17% -$217K ﹤0.01% 1151
2022
Q1 		$1.39M Sell
12,382
-1,206
-9% -$129K ﹤0.01% 1058
2021
Q4 		$1.83M Buy
13,588
+653
+5% +$90.9K ﹤0.01% 944
2021
Q3 		$1.83M Sell
12,935
-226
-2% -$30.4K ﹤0.01% 935
2021
Q2 		$1.69M Buy
13,161
+8,967
+214% +$1.06M ﹤0.01% 950
2021
Q1 		$537K Sell
4,194
-4,106
-49% -$758K ﹤0.01% 1284
2020
Q4 		$1.49M Buy
8,300
+3,138
+61% +$697K ﹤0.01% 853
2020
Q3 		$1.13M Buy
5,162
+2,372
+85% +$529K ﹤0.01% 840
2020
Q2 		$624K Buy
2,790
+651
+30% +$102K ﹤0.01% 989
2020
Q1 		$209K Buy
+2,139
New +$173K ﹤0.01% 1283
2017
Q3 		– Sell
-22,158
Closed -$601K – 1274
2017
Q2 		$601K Buy
+22,158
New +$549K ﹤0.01% 777

Other funds holding QDEL

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's QDEL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of QuidelOrtho (QDEL) in Q3 2023, closing a stake of 4,281 shares — an estimated $355K sold.

JP Morgan Private Wealth Advisors first reported a position in QDEL in Q2 2017 and held it in 15 quarters. The position peaked at $1.83M in Q4 2021. 304 funds tracked by Wall St. Rank hold QDEL as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining QuidelOrtho position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,281 QuidelOrtho shares in Q3 2023, an estimated $355K.
  • JP Morgan Private Wealth Advisors first reported a position in QuidelOrtho in Q2 2017 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's QuidelOrtho position peaked at $1.83M in Q4 2021.
  • 304 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.