Juncture Wealth Strategies’s QuidelOrtho QDEL Stock Holding History

Juncture Wealth Strategies’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 Q4	–	Sell	-10,206	Closed	-$745K	–	113
2023 Q3	$745K	Sell	10,206 -296	-3%	-$23.6K	0.36%	61
2023 Q2	$870K	Buy	+10,502	New	+$919K	0.41%	47
2021 Q2	–	Sell	-2,124	Closed	-$268K	–	119
2021 Q1	$268K	Buy	+2,124	New	+$392K	0.17%	86

Other funds holding QDEL

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Juncture Wealth Strategies's QDEL Position: Q4 2023 in Review

Juncture Wealth Strategies sold out of QuidelOrtho (QDEL) in Q4 2023, closing a stake of 10,206 shares — an estimated $745K sold.

Juncture Wealth Strategies first reported a position in QDEL in Q1 2021 and held it in 3 quarters. The position peaked at $870K in Q2 2023. 306 funds tracked by Wall St. Rank hold QDEL as of Q4 2023.

Juncture Wealth Strategies reported no remaining QuidelOrtho position as of Q4 2023 after selling out during the quarter.
Juncture Wealth Strategies sold 10,206 QuidelOrtho shares in Q4 2023, an estimated $745K.
Juncture Wealth Strategies first reported a position in QuidelOrtho in Q1 2021 and held it in 3 quarters.
Juncture Wealth Strategies's QuidelOrtho position peaked at $870K in Q2 2023.
306 funds tracked by Wall St. Rank held QuidelOrtho as of Q4 2023.

Based on Juncture Wealth Strategies's 13F filing for Q4 2023, filed 8 Jan 2024.