Lenox Wealth Advisors’s OraSure Technologies OSUR Stock Holding History

Lenox Wealth Advisors’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
2021 Q3	–	Sell	-3,090	Closed	-$31K	–	764
2021 Q2	$31K	Hold	3,090	–	–	﹤0.01%	296
2021 Q1	$36K	Hold	3,090	–	–	﹤0.01%	229
2020 Q4	$33K	Hold	3,090	–	–	﹤0.01%	246
2020 Q3	$38K	Hold	3,090	–	–	0.01%	194
2020 Q2	$36K	Sell	3,090 -129	-4%	-$1.68K	0.01%	197
2020 Q1	$35K	Hold	3,219	–	–	0.01%	175
2019 Q4	$26K	Buy	3,219 +3,090	+2,395%	+$25K	﹤0.01%	294
2019 Q3	$1K	Buy	+129	New	+$1.01K	﹤0.01%	591

Other funds holding OSUR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

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

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Lenox Wealth Advisors's OSUR Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of OraSure Technologies (OSUR) in Q3 2021, closing a stake of 3,090 shares — an estimated $31K sold.

Lenox Wealth Advisors first reported a position in OSUR in Q3 2019 and held it in 8 quarters. The position peaked at $38K in Q3 2020. 183 funds tracked by Wall St. Rank hold OSUR as of Q3 2021.

Lenox Wealth Advisors reported no remaining OraSure Technologies position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 3,090 OraSure Technologies shares in Q3 2021, an estimated $31K.
Lenox Wealth Advisors first reported a position in OraSure Technologies in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's OraSure Technologies position peaked at $38K in Q3 2020.
183 funds tracked by Wall St. Rank held OraSure Technologies as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.